Preview from Europe: Another Bear Market Bounce, Or Bottoming? [View article]
Quite insightful observations on Ireland. Dependency ratio is also the Japanese problem and increasingly our own.
Also, China is likely overstating its current growth. Do you really believe that they are still growing at 6.8%? Underlying data seems to contradict this.
Finally, just about every company reporting today was reporting a disaster. No place to run...
Preview from Europe: Another Bear Market Bounce, Or Bottoming? [View article]
Also, China is likely overstating its current growth. Do you really believe that they are still growing at 6.8%? Underlying data seems to contradict this.
Finally, just about every company reporting today was reporting a disaster. No place to run...