Category Archives: Speculator

China and Oil’s Rational Dissipation

Category: China, Global Economy, Newsletter, Speculator | No Comments

Demographic Reality Hits China debt bubble, Oil junk credit crunch, commodity & emerging market depression, Russian brinkmanship and terrorism are the top themes for 2016.  Only an exogenous event spiking Oil prices and 2nd quarter seasonality are likely to temporarily extinguish these negative themes continuing in 2016. Like the obesity epidemic warping our waste-lines, the  primary anchor dragging…

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