You may not hear much from me in the next few days. I am in route across the Pacific Ocean and have a full calender of appointments and factory tours.
But I promise that I will have a mouthful to say to my ASA subscribers in the very near future.
From the monthly archives:
May 2008
China Construction Corporation, one of the largest homebuilders in China, has applied for an IPO on the Shanghai stock market. According to the China Securities Times, the IPO is expected to raise over $6 billion, making it China’s largest IPO this year, and the fifth biggest ever.
As Americans, we aren’t allowed to [...]
First, here’s a chart showing the growth in the silver ETF. I included this chart in a special report on silver that I sent to my premium service subscribers this week … Here are some other notes, thoughts and links, somewhat scattershot as I am scatterbrained today …
Programming note: I’ll be appearing on [...]
The Chinese are very smart. They know they need to secure natural resources and commodities to fuel their future growth and are taking steps to insure they get what they need.
Fonterra, a New Zealand dairy giant, signed a deal to supply milk powder deal to China for $235 million.
Chinese has imported 456,000 [...]
Wang Yu, director of the gold and foreign exchange market of the People’s Bank of China, said that gold prices will rise because of continued dollar depreciation, rising demand, and global political uncertainty.
“My personal conclusion is that international gold prices will remain volatile in the short term, while from a long-term perspective there is [...]
How booming is Macau? Macau’s GDP skyrocketed by an amazing 31.6% in Q1, compared to the same period a year earlier. Plus, it is much higher than the 22.1% growth in Q4 of 2007.
That booming growth will certainly translate into huge profits for the Macau casinos, including The Sands and the new [...]
Business is so strong in China and Hong that Coach is buying out the Chinese company that sells its handbags in Asia. Since Coach gets 25% of its sales from Asia, I think this is a great move.
I do see a lot of Coach bags in Asia, but just a fraction of the [...]
That’s what this post claims (more photos than words). If so, we may just be seeing the beginning of the next leg up in fuel prices.
There’s an interesting story in the Wall Street Journal today … Oil Exporters Are Unable to Keep Up With Demand Fresh data from the U.S. Department of Energy show the amount of petroleum products shipped by the world’s top oil exporters fell 2.5% last year, despite a 57% increase in prices, a trend [...]
Riverwired points to an interview on CNBC with “Management Information Services Senior Energy Advisor” Robert Hirsch, who warns that gasoline could hit $12 to $15 a gallon.
He based his prediction on an interview given by Charles T. Maxwell in February. Maxwell, who is apparently known as “The Dean of Oil Analysts,” said the crisis will start [...]
