China Archive
Investors Have Never Been More Euphoric, TSLA & Bitcoin, Emerging Markets Breaking Out, ACI Earnings Preview
January 12, 2021 · Category: Bitcoin, Blogs, China, Emerging Markets, Fundamental Analysis, Sentiment Analysis, Stocks, Technical Analysis, TSLA, Twitter
Note: To sign up to be alerted when the morning blog is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will ...
Posted by Greg Feirman · Comments Off on Investors Have Never Been More Euphoric, TSLA & Bitcoin, Emerging Markets Breaking Out, ACI Earnings Preview
China’s BABA Antitrust Case, The New Cold War, Yuan Appreciating, FANMAG Not Confirming New Market Highs, Cathie Wood: The New Warren Buffett
December 27, 2020 · Category: AMZN, Apple, BABA, Big 5, China, Currencies, Everything Bubble, Facebook, Federal Reserve, Geopolitics, Google, Instagram, Market Commentary, MSFT, Stocks
Note: To sign up to be alerted when the morning blog is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will ...
Posted by Greg Feirman · Comments Off on China’s BABA Antitrust Case, The New Cold War, Yuan Appreciating, FANMAG Not Confirming New Market Highs, Cathie Wood: The New Warren Buffett
America on the Brink
June 4, 2020 · Category: China, Coronavirus, Everything Bubble, Macro Economics, Market Commentary, Politics, Race Riots, Sentiment Analysis, Top Gun Financial Planning
George Floyd died at a moment of extreme dysfunction in American political life. Relations are so poisonous and so polarized between the parties that we are not seeing the kind of bipartisan meetings on Capitol ...
Posted by Greg Feirman · Comments Off on America on the Brink
The Possibility of Civilizational Breakdown
March 19, 2020 · Category: Books, China, Coronavirus, History, Inflation, Macro Economics, Market Commentary, Silicon Valley
Sent to Client Note List members Wednesday 3/18/20 at 8:35pm PST:
14 months ago (Jan 2019) in my Client Note "The Everything Bubble And The Second Great Depression" (https://www.topgunfp.com/the-everything-bubble-and-the-second-great-depression/), I laid out my case for what ...
Posted by Greg Feirman · 2 Comments »
The Everything Bubble And The Second Great Depression
January 6, 2019 · Category: Apple, China, Federal Reserve, Macro Economics, Market Commentary, Top Gun Financial Planning
The importance of Apple to the foundation of the everything bubble cannot be overstated - Kevin Duffy, Co-Founder, Bearing Asset Management
The last few months have witnessed the return of volatility. The S&P is down 14% ...
Posted by Greg Feirman · Comments Off on The Everything Bubble And The Second Great Depression
A Preview of 1st Quarter Earnings
March 25, 2013 · Category: China, Fundamental Analysis, Macro Economics, Stocks, Top Gun Financial Planning
NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the ...
Posted by Greg Feirman · Comments Off on A Preview of 1st Quarter Earnings
The Chinese Slowdown
NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the ...
Posted by Greg Feirman · 1 Comment »
WSJ: China Inc. Looks Homeward As U.S. Shoppers Turn Frugal
We relied too much on the U.S. market.
......
China's ability to consume has now reached a fairly high level. It's at a turning point.
- Tom Tseng, General Manager of bicycle manufacturer Tandem Industries, whose U.S. sales ...
Posted by Greg Feirman · Comments Off on WSJ: China Inc. Looks Homeward As U.S. Shoppers Turn Frugal
A Stab At Resolving The Inflation/Deflation Debate
There is a great debate raging between students of monetary economics. On the one hand, there are the deflationists who point to the massive deleveraging in the housing, mortgage, credit and stock markets. The fall ...
Posted by Greg Feirman · 2 Comments »
Is The Commodity Rally A Head Fake?
China’s strategic stockpiling and replacement of lower-quality domestic production with higher-quality imports have supported the recent rally in prices for many base metals, but we will not see a sustainable turnaround in demand until the ...
Posted by Greg Feirman · Comments Off on Is The Commodity Rally A Head Fake?
