Monthly Archives: May 2011

Red Capitalism – A book Review…

Posted on May 31, 2011 by Cullen Thompson

Red Capitalism: The Fragile Financial Foundation of China’s Extraordinary Rise Carl E. Walter, Fraser J. T. Howie (2011) Summary The authors have lived and worked in China for over 20 years and Red Capitalism offers their perspective on how China’s … Continue reading →

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When the “Generals” are falling…the market is likely to follow…

Posted on May 24, 2011 by Donald Stoltz

Historically, investors and traders have looked toward the market leaders in certain sectors (the so called “Generals”) to help gauge overall market health.  Goldman Sachs, Freeport-McMoran, Google and Apple are currently four of those generals.  Taking a look at their recent price action doesn’t paint a … Continue reading →

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Investing In An Unbalanced World – Presentation & Speech

Posted on May 11, 2011 by Donald Stoltz

Below we’ve attached a speech and presentation that Cullen gave April 21st to the CFA Society of Alabama.  It’s a very good “summary” of our current views and concerns that we feel should be on the forefront of investors minds.  Specifically addressing, Are We … Continue reading →

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Silver lining? Maybe for now.

Posted on May 11, 2011 by Donald Stoltz

A couple weeks ago we commented on the extreme overbought levels in silver (Hunt Brothers 2.0?).  A violent 30% selloff followed two days after our post (we didn’t realize we had that much market impact!).  The vicious cycle of margin calls and sell stops triggered a broad based … Continue reading →

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