Archive for category China
LOOK OUT BELOW
Posted by greensciences in Blowing the F#*@ing Whistle, Boycott, China, Corruption, Economic Justice, Economic Policy, Finance, Gold, Greed, Truth in Markets on September 22, 2011
Here is your reason for these TOPS. http://on.ft.com/hnpiGC
I didn’t have any proof, rather just a feeling. I could see the carry trade coming in to buy metals. My guess is it is much more than COPPER.
The Double Top called on August 25th. See post…
http://1eco.com/2011/08/25/what-a-top-looks-like/
The last shoe to fall
Posted by greensciences in China, Economic Policy on April 5, 2011
It was always inventory build up that was going to hit them hard in the end.
It was only a matter of time.
When demand falls off, supply gets out of hand, & just in time goes right out the window.
We had seen that type thing over here with R.E. and you could see it over there, only on a greater scale.
What does the smart money DO about it? Run it up, until the last shoe falls.
Then
Look out below.
They will cover it up, as long as they are able.
If Euro falls, China is soon to follow.
Posted by 2011wd in China, Economic Policy on May 17, 2010
http://bit.ly/cg2pn2 Europe being their number one market. As imports into Europe get slammed, China becomes the international trader holding excess inventory. Excess inventory in a down market is like excess building capacity in a down R.E. Market. China would have BOTH. http://bit.ly/cdt9NC China did not expect this level of deflation. Few did.
Now they revise demand! Still projecting an increase in global demand.
Posted by 2011wd in China, Economic Policy, Energy Conservation is JOB 1, Energy Policy, Old Energy Designs on May 12, 2010
It looks as if the IEA, EIA, and OPEC have all been singing the same tune. Even more demand coming out of China.
The one Energy Forecasting Body from France may soon start to get the potential shift in the wind. It is, as if, all three bodies read the same Crystal Ball. How is that Possible?
http://bit.ly/9uxUqJ The claim, is that China, will be the big new user. When might that change? When the bloom is off the rose. When might that happen? When the R.E. Boom in a global downturn is Exposed as the NEXT BIG SHOE TO FALL. The last thing you want to be doing in a global deflationary market is BUILD. You don’t build when global demand is going down, you downsize. You conserve. You cut back. China has been going the wrong way for a very long time because they could sell into global markets. Those global markets are going where? DOWN
If it an R.E. Boom can be exposed in Japan and America, it can be exposed in China. Over capacity drives prices down, not up. China’s biggest market is where? EU.
If China can’t sell into the global markets as demand goes down, what does that do to the BALTIC DRY? END OF STORY.
Energy Conservation is, has been, and will always be, JOB 1
China’s power and rail use. The real numbers
Posted by 2011wd in China, Economic Policy on August 31, 2009
The only way to get the real numbers is to look at Electric power use, railroad shipping data and the shipping data…
http://www.nakedcapitalism.com/2009/06/chinas-declining-electricity.html
rail…
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