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Phil’s Posts
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Virtual Portfolio Review
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Michael Pettis
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Michael Pettis
Perspectives
Should China Dump Dollars for Commodities? What about the “Nuclear Option” of Dumping Treasuries? Can Global Trade Collapse?
Ilene
-
July 30, 2010
Perspectives
Do sovereign debt ratios matter?
Ilene
-
July 24, 2010
Perspectives
The capital tsunami is a bigger threat than the nuclear option
Ilene
-
July 14, 2010
Perspectives
Talk of Trade Wars with China, Tariffs, and Currency Manipulation Move to Forefront; US Trade Imbalance – Whose Fault is It?
Ilene
-
June 11, 2010
Perspectives
The Shanghai market isn’t really predicting anything
Ilene
-
June 2, 2010
Perspectives
PETTIS: TRADE TENSIONS ARE RISING
Ilene
-
May 25, 2010
Perspectives
Chanos On Chinese Overheating And Overindulgence
Ilene
-
February 3, 2010
Perspectives
Repairing China’s financial system
Ilene
-
December 2, 2009
Perspectives
Chinese railways and speculating pig farmers
Ilene
-
October 26, 2009
Perspectives
Pettis on China
Ilene
-
September 23, 2009
Perspectives
China’s retail sales growth figures are not consumption growth figures
Ilene
-
September 14, 2009
Perspectives
The Shanghai market calls the tune
Ilene
-
September 4, 2009
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