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china

This Chinese billionaire lost $10 billion this morning on alleged fraud at Luckin Coffee (NASDAQ:LK)

4/2/20 Two months ago a short selling research firm alleged that there was misreporting of financials at the Chinese coffee…

Market Is UNDER-Estimating Rate Cut Chances For June

May 31, 5:00 pm EST We end the month of May today.  Things were going quite well for markets, with…

Big 200-Day Moving Average In Stocks … A Buy, Not A Sell

May 13, 5:00 pm EST As we discussed last week, the Chinese government will use the yuan to counterpunch tariffs.…

Why Bitcoin Has Been All About Chinese Capital Flight

May 9, 5:00 pm EST Yesterday we talked about the tool China will use to offset tariffs, if a deal…

What China Has To Lose On A ‘No Deal’

May 7, 5:00 pm EST As we get closer to the hard deadline on a U.S./China trade deal, markets are…

Trump’s Win-Win Bet

May 6, 5:00 pm EST Late last week, the White House floated the idea that a trade agreement with China could come…

Why A Fed Rate Cut Would Steepen The Yield Curve

April 30, 5:00 pm EST As we head into a Fed decision tomorrow, we've talked about the prospects of a…

More Positive Surprises Hitting In The Economic Data

April 18, 5:00 pm EST Yesterday we talked about the positive surprises in the Chinese data.  This is important because the…

Bottoming in Chinese Data

April 17, 5:00 pm EST Last month we talked about Chinese stocks has a key spot to watch for: 1)…

For Tech Giants, Compliance Costs Will Change The Business Model

March 19, 5:00 pm EST We’ve seen the verbal and Twitter shots taken by Trump at the tech giants since…