May Day Alarm For Chinese Property Plays

Markets in China and Hong Kong closed Tuesday for May Day holidays. Property developers saddled with unsold inventory and rising debt will get some respite, but it could be a tough ride ahead. China has been trying to tamp property inflation since 2010, and its policy seem to be working: average house prices have fallen for five consecutive months. A…

April 30, 2012: Inflation Hedges For All Weather Portfolio Building

Re-balance Cycle Reminder
Based on our monthly re-balance calendar, the next re-balance time will be on Monday, May 28, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the …

The Decline And Fall Of Suburbia

As Arch Daily notes, for decades the suburbs and the American Dream went hand-in-hand but the age-of-sprawl is ending; people are leaving the suburbs and once again flocking to cities in search of a better way of life. Whether Suburbia can be saved or not, this useful infographic looks at the key factors (from Poverty to Transportation costs to Gener…

Cheap Natural Gas Heralds an Energy Revolution That Will Displace Nuclear, Coal, Wind and Solar

Fred Singer writing for the Independent Institute: “Consider the consequences of having huge quantities of cheap natural gas available. It will make new coal-fired power plants uneconomic, but it will also make new nuclear plants uneconomic. It is ironic that these two longed-for goals of radical environmentalists are being achieved simply through ec…

China Manufacturing Continues To ‘Contract-And-Expand’ Even As April PMI Misses Expectations

The topsy-turvy world of Chinese macroeconomic data continues to provide the Schrodinger-prone unreality that we have come to expect in this keep-’em-guessing Central Bank-driven fiat-fest we are experiencing. For 9 of the last 10 months, HSBC’s China Manufacturing PMI has been in a contraction (sub-50) regime, while China’s own Manufacturing PMI saw…

Bin Laden: Everyone Is Missing the Big Picture

 
Obama and Romney Are Both Ignoring the Real Issue with Killing Bin Laden
The anniversary of Bin Laden's death is big news.
Obama is bragging about how he whacked Bin Laden, accusing Romney of being too soft to take out bad guys.
Romney supporters accuse Obama of "spiking the football" and inappropriately showing off to score poli…

America Revealed: Food Machine

Over the past century, an American industrial revolution has given rise to the biggest, most productive food machine the world has ever known. In this episode, host Yul Kwon explores how this machine feeds nearly 300 million Americans every day. He discovers engineering marvels we’ve created by putting nature to work and takes a look […]