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Category: ChiNext

Monday’s Bloodbath In Asia Reflects Everything From Liquidity Worries To Tech Supply Chain Jitters

July 8, 2019July 8, 2019

Off on the wrong foot.

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1 Comment on Monday’s Bloodbath In Asia Reflects Everything From Liquidity Worries To Tech Supply Chain Jitters

Mainland Surge.

July 1, 2019November 14, 2021

Monday’s knee-jerk euphoria comes with all the usual caveats. 

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5 Comments on Mainland Surge.

China Sends Message To Yuan Bears, Sparks Stock Rally With Stimulus Nod

June 11, 2019June 11, 2019

A double dose of market-friendly news, as stimulus bets, yuan defense bolster sentiment.

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Cut It Out: Full Week Ahead Preview

June 9, 2019November 9, 2021

“Risk-positive”?

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China’s ‘Nasdaq’ Dives Into Bear Market As Beijing Prods Local Governments To Unleash Stimulus

June 6, 2019June 6, 2019

We’re gonna need more stimulus.

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1 Comment on China’s ‘Nasdaq’ Dives Into Bear Market As Beijing Prods Local Governments To Unleash Stimulus

China’s Monday Meltdown In Pictures

May 6, 2019May 6, 2019

“Rough day” doesn’t quite capture it.

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4 Comments on China’s Monday Meltdown In Pictures

As Mainland Mania Fades Further, ‘Plan B’ Is ‘Plan H’

April 29, 2019

A “catch up phase” in Hong Kong and a cloudy outlook for Mainland shares after Q1 surge.

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Here’s How China’s World-Beating Rally Could Morph Into An Insane ‘Euphoria’, According To Goldman

April 8, 2019

The “Euphoric” case.

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China’s ‘Re-Bubbling’ Reaches ‘Decisive Moment’ As Absurd 2019 Rally Powers On

March 18, 2019March 18, 2019

LOL. 

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A Goldilocks Cameo, A 1.7 Trillion Yuan Liquidity Shortage & The Latest From Nomura’s McElligott

March 13, 2019March 13, 2019

“Just right” on the data stateside, while a “re-bubbling” in China holds RRR cuts “hostage”.

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1 Comment on A Goldilocks Cameo, A 1.7 Trillion Yuan Liquidity Shortage & The Latest From Nomura’s McElligott

Bad News, Good News.

March 11, 2019March 11, 2019

For lack of a better title.

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As Chinese Stocks Careen Lower, Beijing Says Americans (And Especially Larry Kudlow) Have ‘Lost Their Minds’

August 6, 2018August 6, 2018

“Kudlow should understand China’s firm will.”

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1 Comment on As Chinese Stocks Careen Lower, Beijing Says Americans (And Especially Larry Kudlow) Have ‘Lost Their Minds’

Of Bear Markets And Falling Knives: Chinese Stocks Not Impressed With Yuan Rebound

July 4, 2018July 4, 2018

Sell on any strength.

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2 Comments on Of Bear Markets And Falling Knives: Chinese Stocks Not Impressed With Yuan Rebound

‘It Is Truly A Bloodbath’: Let’s Just Say Chinese Stocks Did Not Appreciate Trump’s Latest Trade Threat

June 19, 2018June 19, 2018

“Do you see what happens Larry”

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1 Comment on ‘It Is Truly A Bloodbath’: Let’s Just Say Chinese Stocks Did Not Appreciate Trump’s Latest Trade Threat

Bailed Out By Beijing: Fiscal Stimulus Hint Catalyzes Big Rally In Chinese Stocks

April 24, 2018April 24, 2018

Margined housewives rejoice!

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2 Comments on Bailed Out By Beijing: Fiscal Stimulus Hint Catalyzes Big Rally In Chinese Stocks

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 27, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

Most Read

  • Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
    Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
  • Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
    Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
  • Great American Deposit Debate Spotlights Legislative Gridlock
    Great American Deposit Debate Spotlights Legislative Gridlock
  • Let's Argue About Student Debt Some More
    Let's Argue About Student Debt Some More
  • Failing Banks, Persistent Inflation Promise Fun-Filled Week
    Failing Banks, Persistent Inflation Promise Fun-Filled Week

Recent Comments

  • anonemouse on Let’s Argue About Student Debt Some More
  • anonemouse on Bonds Doubt Their God. ‘Stocks Are Next,’ Wilson Warns
  • Patrick on Let’s Argue About Student Debt Some More
  • RIA on Great American Deposit Debate Spotlights Legislative Gridlock
  • RIA on Great American Deposit Debate Spotlights Legislative Gridlock

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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