Tag Archives: China

China’s Debt, 2018 Midterms, Trump Impeachment, Bond Funds, Maslow, and Halloween

These discussions are on The Kelly Letter premium subscriber site: In a comment below last Sunday’s letter, Henry asks why China’s debt is worse than America’s. I answer that Beijing is probably understating the level of its debt, wastes much of its spending just to grow GDP, and does not enjoy the benefit of controlling the world’s reserve […]

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The Participant 8/12/15: China’s Devaluation

THE PARTICIPANT by Jason Kelly Wednesday, August 12, 2015 ___________________________________ A CURRENCY SIGNAL FROM CHINA China’s currency devaluation is being presented as a critically important story, even more important than if and when the Federal Reserve will raise interest rates. Yet, the yuan was devalued by only 2%. Those most concerned about this say deflation […]

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The Participant 7/29/15: China

THE PARTICIPANT by Jason Kelly Wednesday, July 29, 2015 ___________________________________ CHINESE STOCKS STILL CRASHING The Shanghai Composite recorded its largest single-session crash since June 2007 on Monday, dropping 8.5% to 3726. A soft manufacturing report confirmed suspicions that the government’s recent attempts to reignite share prices were doomed to fail. Former US Treasury Secretary and […]

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Special Report: Assessing China Risk

Last Sunday’s Kelly Letter featured a special report on the growing concern about financial risk out of China, given warnings from Charlene Chu and Jim Chanos about the $15T in lending capital China created, which powered its infamous property bubble, which the analysts warn is ready to pop. Many subscribers asked me for permission to […]

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Colt, US Steel, and Jeremy Siegel

This is the Financial Almanac for Friday, February 25, 2011. 6-Minute Podcast Episode Receive this and future episodes in iTunes or another player with this feed URL: In iTunes, go to the “Advanced” menu, select “Subscribe to Podcast” and paste the feed URL into the dialog box. To hear just this one episode, click here. […]

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