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  • The U.S. Government: Frozen in the Headlights [View article]
    Michael,

    This was insightful. The US does have a geopolitical opportunity, if it can stop being media mesmerized and look for opportunities to reshape the system.

    On March 4, 1933, Franklin D. Roosevelt told Americans "We have nothing to fear, but fear itself." It was said for good reason and holds true in our crisis, which while financial, is primarily one of confidence to find solutions.

    We both hope the US govt. will not remain blinded by fear.
    Feb 22 10:20 am |Rating: +1 0 |Link to Comment
  • China’s Foreign Investment Stats Are Not What They Seem [View article]
    Good article and thanks for a new resource. One FDI resource I have found useful is comments in quarterly conference calls. While this does not apply widely, it does in specific industries, such as Goldman's $50 million investment in Chinese water (CWDK), Goldman's recent $200-300 million investment in Chinese pig farms, and Merrill's $42 million investment in Chinese magnesium production.
    Sep 28 11:12 am |Rating: 0 0 |Link to Comment
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