The developed world seems to be focused on Europe, and while the next crisis in indeed brewing there, we must not forget that Asia is a large part of the future and major contributor to world GDP. My friends at GaveKal are based in Hong Kong and have staff in most Asian countries or are in them on a...
2008: Annus Horribilis, RIP The Aftermath of Financial Crises ISM: Anywhere You Look It Is Bad Another Round of Earnings Disappointments A Bear Closes His Short Fund La Jolla, Bermuda, Florida, and Writing I meant to take yet another Friday away from my writing, but as I am researching for next week's...