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China
Friday, February 5th, 2010
Blowing Bubbles
I have to confess, I'm a tad neurotic, constantly assimilating tons of information in order to form what I believe are wise investment decisions. Over time, I have come to realize that there is an information highway today that hands you whatever your natural biases permit you to filter and believe. I'm trying to make sense of all the turmoil in the world, everywhere I turn I'm reading "BUBBLE" -- US Stock Market Bubble, Emerging Markets Bubble, China Bubble, Gold Bubble, US Bond Bubble, Emerging Markets Bond Bubble, International Trade Accounts Bubble.
Thursday, January 14th, 2010
The Porn Dynasty
One of the reasons given by the Chinese government why they want GOOG to censor search results is that they want to protect their innocent citizens from pornography. I love data and numbers, so let's see if their claims hold up.
Wednesday, January 13th, 2010
China Cyber Wars?
I'm probably just hopped up on green tea, but the news of Google possibly pulling out of China is disconcerting to me. In the big picture, it feels like China's global trade methods are about as honest as the guys selling fake watches on Canal Street. I hope it's just my mind playing tricks on me. Some people are saying the Google threat to pull out of China is only a PR stunt. I'm not that cynical yet.
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