David Martin

Great Expectations for Obama, But Not the Markets

Spot on analysis.
What is your take on the impact of the Chinese plans to spend another $300 billion a year themselves, leaving them with little budget surplus and presumably buying less US Treasury bonds?
I(t soundds bad for US funding and the dollar.

Friday Outlook: Commodities, Emerging Markets

Just a prelude to a September or October crash.
The market is overvalued by 2/3rds.

Just a Commodities Correction - Not the End of the Bull (Part 2)

Since oil production has remained broadly stable for the last 3 years and new discoveries have been far less than consumption since around the 70's, your thesis that oil will resume it's rise shortly should be correct.
It is so right, furthermore, that it will destroy the second part of your thesis, that falling prices will re-stimulate growth.
As growth takes off again rising oil prices will soon throttle it.