China Feeling the Effects of the Global Financial Crisis - Will They Avoid Hard Landing?
10/28/2008 by China Editor in China Articles
October 28, 2008 - China's GDP growth slowed to 9 percent in the third quarter from 10.1 percent in the second. As the global economy is expected to slow, China's growth may weaken further, although it may avoid a hard landing, according ...
Companies That Will Benefit From China’s Population Explosion
09/20/2008 by China Editor in China Articles
September 20, 2008 - By 2030, 1 billion consumers will live in China's cities. Chinese and global companies are well aware of the huge size and potential of this emerging urban market. China's urbanization is largely a local phenomenon. ...
China Auto Sales Slump in August, But Still Much Growth Ahead
09/09/2008 by SCP Editor in China Articles
September 9, 2008 - This morning the China Association of Automobile Manufacturer’s said that passenger car sales fell in August, to 451,300. The dip was attributed by Yale Zhang, of CSM Asia as being a result of the Olympics during ...
Stocks Set to Move Higher - Weekly Jobless Claims Less Bad Than Expected
09/02/2010 by SCP Editor
September 2, 2010 – The futures are indicating higher openings this morning as the Street breathes a sigh of relief on the ‘less bad’ than expected weekly jobless claims and looks for a follow through on yesterday’s rally ahead ...
Stocks Set to Open Higher on China Growth - ADP Reports Worse Than Expected August Numbers
09/01/2010 by SCP Editor
September 1, 2010 – The futures are indicating higher openings this morning, although coming off their highs on an employment report for August. The media is spinning the relative strength in the markets as perhaps a new-month, a new ...
Stocks Set to Open Lower Ahead of Key Economic Data
08/31/2010 by SCP Editor
August 31, 2010 – The futures are indicating lower openings again this morning as the Street continues to grapple with dismal economic data and lower expectations for the second half, with the possibility of a so-called ‘double ...
The Media is Dumbing Down The Economy - We See Potentially Disastrous Consequences
08/13/2010 by SCP Editor in SCP Blog
August 13, 2010 - The financial media continues to exacerbate the problem by lame thinking. We listened to a reporter on Bloomberg this morning talking to a fund manager about the potential for a double dip. The fund manager forecasted ...
Our Take on the New Normal - Adjust for Downside Risk Now
08/12/2010 by SCP Editor in SCP Blog
August 12, 2010 - We continue to think that the Street has already priced in, if not overpriced in, the impact of relatively strong earnings season. It has, up until yesterday, been largely ignoring the implications of all of the ...
Time to Get Agressive on Renewables?
07/26/2010 by SCP Editor in SCP Blog
An investor asked us the following question this morning:
Do you think it is time to go big time on margin into renewables, thinking they will catch up here to the market finally???
Our ...
This Morning’s Key Economic Data - Weekly Jobless Claims (week ended August 28, 2010)
09/02/2010 by SCP Editor
September 2, 2010 – This Morning’s Key Economic Data – Weekly Jobless Claims for the Week Ended August 28, 2010 – The number came in slightly better, or ‘less bad’ than expected, at 472,000. Sure, it could have been worse, ...
This Morning’s Key Economic Data - GDP Revised for Q2 2010
08/27/2010 by SCP Editor
August 27, 2010 – This Morning’s Key Economic Data – Revised GDP (Q2 2010) – the number came in ‘less bad’ than expected, at 1.6% (expectations were for 1.4%). At this point, the Street will be happy to have anything that is ...
This Morning’s Key Economic Data - Weekly Jobless Claims (week ended August 21, 2010)
08/26/2010 by SCP Editor
August 26, 2010 – This Morning’s Key Economic Data – Weekly Jobless Claims – The numbers came in better than expected, but still are in dismal territory. Expectations were for weekly jobless claims to come in at 490,000, while ...
