All Roads Lead to China:

Important reads: China Shipping says coastal shipping rate down 39 pct Ships lie idle on Subic Bay Time to Board China’s Infrastructure Train

Good friend Pierig Vezin of Wethica has written the piece below as part of his regular newsletter series, and he has graciously allowed me to report it in full. It is about a subject, the impact of factory audits on suppliers, that I think many people really need to take more time to understand – [...]

With so much going on in China, and only a limited amount of bandwidth, I have created this weekly post to highlight articles that I feel are (1) important, (2) relevant, and (3) interesting. This week there are 4 articles that I have chosen to highlight as each are quite interesting, they are all relevant, [...]

With all the doom and gloom that has become the current economic cycle, and the fact that the current cycle largely comes as a result of poor debt management, I have always worried a bit about the long term attractiveness of US Debt as an investment vehicle. Yes, I will agree that US treasuries have [...]

Early on, as the rest of the world slid into economic recession, China was being held up as the only economy that would grow in 2009. In the first half of 2008, when US mortgage banking was beginning to show real signs of problems,  things were still on a torrid pace here.  We had gone [...]