Chen Lin: How My Portfolio Gained 63% in 2012

Chen Lin has gotten so much attention for his investment success, new subscribers to his newsletter, What Is Chen Buying? What Is Chen Selling?, have to line up on a waiting list. Luckily, he sat down with The Energy Report to share some of the investment ideas that helped his portfolio climb 63% . . . → Read More: Chen Lin: How My Portfolio Gained 63% in 2012

Rick Mills’ Secret to Making Money off China’s Stealth Metal Demand

When it comes to supply and demand dynamics, Aheadoftheherd.com Publisher Rick Mills does his own math. China may make a show of its alleged copper surplus and Germany may downplay its need for efficient energy sources, but Mills foresees demand spikes in a number of specialty metals. In this interview with The Critical . . . → Read More: Rick Mills’ Secret to Making Money off China’s Stealth Metal Demand

John Stephenson’s Predictions for Avoiding an Economic Crash

While the markets have been on edge for the past year or so and have left most investors bewildered as to what to do next, portfolio manager and author John Stephenson thinks that the course is set for higher gold prices. In this exclusive interview with The Gold Report, Stephenson explains why he . . . → Read More: John Stephenson’s Predictions for Avoiding an Economic Crash

Don Coxe Recommends Investors Read Lenin to Understand the Markets

China and India have always been crazy for gold and the yellow metal remains the choice store of value in those two countries, says Don Coxe, a strategic advisor to the BMO Financial Group. In an exclusive interview with The Gold Report, Coxe explains how demographic shifts are affecting the price of gold . . . → Read More: Don Coxe Recommends Investors Read Lenin to Understand the Markets

The widget illusion

The Economist runs a discussion forum titled The Economist By Invitation. In this, they recently setup a discussion about an opinion piece by Dani Rodrik about the future of manufacturing-led growth in emerging markets. I wrote a response there which is reproduced here.

The role of manufactures

I agree with a small element of . . . → Read More: The widget illusion

Random Shots – Catching Up

After a week with the family in a cottage in Sweden Alpha Sources is ready to get back into the grind. Returning from holiday as a macro analyst is always daunting given the barrage of news and data that you will have inevitably “missed”. From reading the news and last week’s sell and . . . → Read More: Random Shots – Catching Up

Miners Are Unlocking China’s Gold: Noel White

China may be investing billions elsewhere to locate new mineral deposits, but Geologist Noel White believes there are huge discoveries yet to be unearthed within its borders. White, an independent geological consultant with Enargite in Brisbane, Australia, says China’s history and politics have slowed development of its mining at home. In this exclusive . . . → Read More: Miners Are Unlocking China’s Gold: Noel White

Speaking of real estate

Just if you didn’t catch it.. there has been a curious news cycle over the observation that there is a lot of real estate investment in Toledo coming from China.  See Fortune: Why are the Chinese investing in Toledo,   followed up by WSJ: Courting the Chinese Buyer.  It’s all really building on some longstanding investigative . . . → Read More: Speaking of real estate

Potash Stocks Offer Profits Ahead of Summer Doldrums: Corey Dias

China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent . . . → Read More: Potash Stocks Offer Profits Ahead of Summer Doldrums: Corey Dias

China Moves Towards More Easing ...

This may be a targeted and essentially pinpointed move, but looking at the data coming on China in the first quarter of 2012, I think there is plenty more to come as China tries to come to grips with a rapidly slowing economy.

Quote Bloomberg

China boosted rural credit by cutting reserve requirements for . . . → Read More: China Moves Towards More Easing …