Saturday, January 19, 2013

Three newsbits


Beyond Brics - GE on China growth. GE does business in China, see, so their viewpoint might have a bit of value.

Calculated Risk - the future's so bright. It starts with "It looks like economic growth will pickup over the next few years", and gets better. And Bill McBride bases it on data, not the blathering of a bunch of Republican racists and gun nuts.

BI - Deutsche Bank says the deleveraging is almost complete. Again, bullish.


1 comment:

  1. My nearly irrelevant thoughts.

    China is blowing dough stupid on infrastructure and steel mills that are not required in order to boost GDP. That stupidity cannot last forever.

    Silver is up 8% in the past few weeks and betwix that and gold things be looking better for juniors for a frikkin change.

    ReplyDelete

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