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Last week I attended the 2012 Sacramento Business Review, which was keynoted by Axel Merk, the President & CIO of Merk Investments. (Big thanks to my friend and budding Contrary Investing contributor legend, Jonathan Lederer of Lederer Private Wealth Management, for the great recruiting job!) Here are my notes from Axel Merk’s keynote speech: “In a […]
On Sunday, Guo Shuqing, a top Chinese Banker, suggested the US and World Bank sell bonds denominated in Chinese yuan. “I think the U.S. government and the World Bank can consider the possibility of issuing renminbi bonds in the Hong Kong market and the Shanghai market,” he said. The clamor by China for a diversification […]
In an “open letter” on the official website of The People’s Bank of China – which I didn’t know existed until today – Chinese central banker Zhou Xiaochuan called for a new world reserve currency. The outbreak of the current crisis and its spillover in the world have confronted us with a long-existing but still unanswered […]
Oh man – if you thought the US could create a credit bubble, you ain’t seen nothing yet. The always entertaining Mogambo Guru of the Daily Reckoning comments that an increase in Chinese citizen credit card usage “is also in line with government goals.” This is a country that saves a huge percentage of their […]
Recent interview by our hero, Jim Rogers, on Resource Investor. Much of the same material we’ve talked about here before, but I tried to read anything by Jim Rogers I can find. He reiterated his best investment ideas for right now: agriculture Chinese renminbi Swiss franc Japanese yen short Investment Banks I have been reading […]
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