Let’s begin this commentary by asking exactly what specific “Lehman Bros” type crisis recently occurred or will occur which justifies this nasty global equities decline and its continuation, which would then be called the 2011-2012 crisis? We can quickly dismiss the idea that it was S&P’s credit downgrade of the U.S. I mean... Read more
Archive for the ‘Inside Asia’ Category
Financial Crisis Or Delusional Circus?
August 14 | Posted by Mario Cavolo | Inside Asia, Top Story Tags: 2011 Financial Crisis, Ben Bernanke, Credit Downgrade, Hyperinflation, Inflation, Interest Rates, Quantitive Easing, S&P Downgrade, United States, USD
The Rise Of Asia Led By China – What The Experts Don’t Know!
May 4 | Posted by Mario Cavolo | Inside Asia, Inside Trader Highlights Tags: Asia, Bank Of China, Bank Of Communications, China, China Mobile, China Property, CHL, General Motors, GM, ICBC, JP Morgan Chase, JPMEvery time I hear so-called experts and veterans in their attempts at predicting an economic crash or bubble-burst in China, I shake my head at the depth of their ignorance and arrogance. While that may seem quite bold, let’s understand together how this possibility is very much an outlier rather than a high... Read more
Asia Rising Meets Dollar Falling – Will America Remain On Top?
April 8 | Posted by Mario Cavolo | Inside Asia, Top Story Tags: America, China, Commodities, Euro, Interest Rates, RMB, United States, United States Economy, US Dollar, USDFive years from now, the year 2016 will mark the beginning of America’s recovery. That is very good news. All countries go through long-term economic cycles that must be respected. Make no mistake, America, with all of her problems, with all of her incompetent, greedy, irresponsible, elite leaders, with all of her deeply... Read more
China’s $15 Trillion Mortgage-Free Home Equity Status
March 20 | Posted by Mario Cavolo | Inside Asia, Property Portfolio, Top Story Tags: China, China First Tier Cities, China Mortgage Debt, China Property, China Second Tier Cities, Chinese Middle Class, Euro Block, Germany, Home Equity, Japan, Shanghai, United States, United States Middle Class, United States Mortgage Debt, United States PropertyCurrently, home values in the United States equate to roughly $15 trillion. The mortgage debt on those homes? 80%, give or take a few percentage points. Home values in China also equate to roughly $15 trillion, however the mortgage debt on these homes (and we’re referring to lower and... Read more
The Real State Of Real Estate In China
January 25 | Posted by Mario Cavolo | Inside Asia, Inside Trader Highlights, Property Portfolio Tags: China, China Commercial Real Estate, China Property, China Real Estate, China Real Estate Bubble, Jim ChanosAs to which problem may be a catalyst to impending disaster in the global financial system, there are at least half a dozen choices including the fragile state of the euro, other sovereign debts such as Italy, the U.S. muni-bond market, derivatives, interest/credit spreads, even regional war, but let me help readers to... Read more
