Japan Nears Switching on Reactors After Tepco’s Meltdown: Energy

Very yen friendly! Japan Nears Switching on Reactors After Tepco’s Meltdown: Energy By Jacob Adelman & Yuji Okada July 3 (Bloomberg) — A countdown is starting in Japan for restarting some of the 48 nuclear reactors that were idled after the 2011 Fukushima meltdowns caused the worst atomic accident since Chernobyl. The nation’s Nuclear Regulation […]

Obama administration approved wider exports of liquefied natural gas

Interesting! US Energy Revolution Gathers Pace By Ed Crooks, Jonathan Soble and Guy Chazan May 18 (FT) — The growing role of the U.S. in world energy markets was underlined on Friday as the Obama administration approved wider exports of liquefied natural gas and international companies committed billions of dollars for new infrastructure. The developments […]

China Notes

>    >   (email exchange) >    >   Attached is an interesting article from the FT discussing the investment slowdown in China. >   While the official picture remains one of a gradual slowdown, more anecdotal data on >   electricity production and bank loans suggests that the slowdown is much more severe – this >   is likely to negatively impact the EM and […]

Proposal update, including the JG

My proposals remain: 1. A full FICA suspension: The suspension of FICA paid by employees restores spending which supports output and employment. The suspension of FICA paid by business helps keep costs down which in a competitive environment lowers prices for consumers. 2. $150 billion one time distribution by the federal govt to the states […]

CH News | Australia Has Record Trade Surplus on China Coal, Iron Demand

It’s good to be China’s coal mine. Though it does make Australia one of the world’s largest contributors to the increasingly unpopular emissions issues. Australia Has Record Trade Surplus on China Coal, Iron Demand Australia Has Record Trade Surplus on China Coal, Iron Demand By Jacob Greber Aug. 4 (Bloomberg) — Australia’s trade surplus unexpectedly […]

ISM/Bernanke

I tend to agree with Karim and Fed Chairman Bernanke. Modestly improving GDP growth with unemployment coming down very gradually until a consumer credit expansion takes hold. Good for stocks, not so good for most of the people still struggling to survive, as the Obama administration continues to preside over what might be the largest […]