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Matthew Cowie's  Instablog

Matthew Cowie
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Financial Analyst for Mutual Fund Investor Guide; currently living in Beijing, China. Previously worked as a financial analyst for for Fidelity Independent Adviser Dion Money Management. Articles written have appeared on, Yahoo Finance, and Seeking Alpha.
My blog:
Investing in Chinese Stocks
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  • China Will Nationalize U.S. Dollar Deposits To Forestall A Collapse In The Yuan
    Liu Jun Luo: Gold going to $500; Chinese yuan will collapse; China will nationalize dollar deposits
    Tags: China
    Jun 27 10:47 PM | Link | Comment!
  • FX Loan To Deposit Ratio Steady, M2 Up Y-O-Y

    There was no big jump in the loan-to-deposit ratio. However, let's see if that's not because China isn't really slowing down. If the hot money flowed in as usual, we should have seen a jump in these ratios, and it looks as though it could be rolling over. If that's the case, yuan weakness is on the way.

    (click to enlarge)

    And here's a look at M1, M2 and the Shanghai Composite through the end of April.

    (click to enlarge)

    Tags: CYB, renminbi
    May 23 8:25 AM | Link | Comment!
  • Liu Jun Luo Forecasts Major Plunge In Gold, USD Rally

    In Liu Jun Luo: The Gold Smash Is The New Opium War , I translated Liu Jun Luo's post gold smash blog, which in part stated:

    Today is the "gold gap" campaign, but by the end of April or in early May, this will shift to the "dollar index army" and it will be rapid and violent.

    Today Mr. Liu blogged that the rally has begun in earnest. He expects the Japanese and Americans will short gold and by August or September, gold will be below $1000 an ounce.

    Who knows if he'll finally see his gold crash, he's been looking for this for more than 2 years.

    Tags: GLD, IAU, gold, China
    May 23 5:20 AM | Link | 1 Comment
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