tag:blogger.com,1999:blog-6616959642391988608.post8946396125819010010..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: World trade and industrial production look goodScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-6616959642391988608.post-71956230525001775402014-01-28T08:43:45.801-08:002014-01-28T08:43:45.801-08:00PPS: I am told that one idea to save malls may be ...PPS: I am told that one idea to save malls may be to convert store stalls into healthcare services suites to be occupied by physicians and the like -- people will then travel to malls to acquire outpatient medical services -- interesting...McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-31594369926349543292014-01-28T08:40:52.123-08:002014-01-28T08:40:52.123-08:00PS: I have learned from Scott's blog that bond...PS: I have learned from Scott's blog that bond investors are eager to remain indifferent as to the politics that surround economics -- one sign of that indifference is to generalize weak market/investor sentiments (which are tightly laced with politics) as simply irrational -- let's face it, bond investors generally view market sentiments as somehow misguided and misaligned with the "McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-70872289973258483172014-01-28T08:13:12.751-08:002014-01-28T08:13:12.751-08:00http://blogs.marketwatch.com/capitolreport/2014/01...http://blogs.marketwatch.com/capitolreport/2014/01/28/another-false-dawn-for-u-s-economy-roach-warns/?mod=MW_home_latest_news<br /><br />We are not alone in this thinking.<br /><br />The world markets are struggling as well with no positive growth or leadership from the anchor ship America.Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-2536749591168104312014-01-28T07:45:13.141-08:002014-01-28T07:45:13.141-08:00Sgt, just yesterday the Bank of China wrote off 1/...Sgt, just yesterday the Bank of China wrote off 1/2 billion in bad loans. There is billions of bad loans waiting to be discharged one way or another. i suspect going forward, we shall hear how the commie central bank will bail out their banking and shadow banking system.<br /><br />Does anyone remember how the Chicomms cornered the cotton market, only to discover that cotton can not be stored Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-88991151016631214672014-01-27T22:54:51.385-08:002014-01-27T22:54:51.385-08:00If everything is going so well in the economy, how...If everything is going so well in the economy, how come so many people are not feeling it...? I fear having a prosperous economy that disenfranchises so many people along the way that a revolution results -- prosperity leading to revolution is not an economic success model...McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-51321501292050504372014-01-27T22:53:40.758-08:002014-01-27T22:53:40.758-08:00This comment has been removed by the author.McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-46910398420332867242014-01-27T18:16:49.147-08:002014-01-27T18:16:49.147-08:00I hate to say it, but the commie central bank, the...I hate to say it, but the commie central bank, the PBoC, has done a better job than Western central banks...ergo China grew throughout global recession...and is an engine of growth today...the Bank of Japan finally gets it...the Fed is stodgy... the ECB murdering Europe...Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-74833683934824400062014-01-27T17:10:14.899-08:002014-01-27T17:10:14.899-08:00Liberalism was the age where the securitization of...Liberalism was the age where the securitization of debt that underwrote investing. Beginning in 2008, with QE1, it was the age of in debt we trust; this trust turned out over the long run to be a riskless trade, that made the wily investor wealthy, as the US Fed drove and kept the Ten Year Interest Rate, ^TNX, low. <br /><br />Peak debt trade investing is seen in the Chart of AGG, and JNK, theyenguyhttps://www.blogger.com/profile/08515095308836729043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-59802096659345792792014-01-27T15:01:33.908-08:002014-01-27T15:01:33.908-08:00Scott, What is your take on the China banking '...Scott, What is your take on the China banking 'problems' we have been hearing about recently. <br /><br />Do you have any cds data on the large China banks that might indicate potential problems?sgt.red.blue.redhttps://www.blogger.com/profile/08132657702786638326noreply@blogger.com