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Are the Suntech Bondholder Negotiations a Blowoff? Was The Chinese Mercantilist Plan For Suntech To Be Worthless All Along? $STP

May 24th, 2013
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Yesterday we suggested a theory that what happened with Suntech would make sense as part of Chinese plan to capture the photovoltaic solar industry at the expense of foreign investors.

Is Modern Life Making Us Dumber?

May 24th, 2013
in
Forget “Peak Oil” and “Peak Credit” … Are We On the Downslope of “Peak Intelligence”?  

Friday: Durable Goods (and a comment on housing driving the recovery)

May 24th, 2013
in
Several people have asked me about this article at CNBC by Jeff Cox: Why Housing Won't Drive the Recovery Despite data points that in some cases are at multiyear highs, Robert Shiller, Karl Case and David Blitzer believe there are multiple headwinds that will keep a lid on housing gains. Among the obstacles are a low level of new housing starts, an unexpectedly slow migration of so-called shadow inventory onto the market, and continued difficulty for buyers to secure financing.

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