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  • The Morality of Chinese Growth

    This week I am at a conference in Houston. I must confess that I don't attend many of the sessions at most conferences where I speak. But today, the guys at Streettalk Advisors have such a great lineup that I am there for every session. But it's Friday and I need to write. The solution? This week you get a 'best of' letter. The best ideas I've heard and the best charts I've seen at this conference. Then we close with two short but very thoughtful essays from Charles Gave and Arthur Kroeber of GaveKal on 'The Morality of Chinese Growth.' Lots of charts and something to make you think. Should be a good letter.

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  • The Statistical Recovery

    A lot of bullish commentators are talking about a recovery being in the works, and they may very well be right. But it is not going to look like any recovery worthy of the name. This week we look at what I will call The Statistical Recovery. But first, we take a look at what China is doing, as we continue our look at the rest of the world and ponder if it is time to brace ourselves for an extended bout of the Muddle Through Economy*. (And yes, there is an asterisk.)

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