Commentary In 1839 Swiss immigrant John Sutter forged his way to what would one day be known as California. His dream was to set up a community for farmers and ranchers. By 1848, the wheels were in motion. He hired a carpenter named James Marshall to oversee the construction of his properties. But while in…
Trade Is Surging Between China and Russia
March 4, 2022
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Business & EconomyBusiness ColumnistsChinaChina Business & EconomyEurope-China RelationsInternational RelationsOpinionRussiaThinking About Chinatrade
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News Analysis China and Russia are drawing closer and rapidly. That was happening even before the West imposed sanctions on Russia over the invasion of Ukraine. But now that China seems willing to take at least some of what Russia may no longer be able to sell in Europe and elsewhere, bilateral trade between the…
China’s Imperiled Local Government Sector
March 4, 2022
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Business & EconomyBusiness ColumnistsChinaChina Business & Economydebtlocal governmentOpinionThinking About China
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Commentary Many of China’s local authorities are staring down a severe fiscal challenge this year. The typically robust real estate sector has instead been a big disappointment. The country’s ongoing property market slump has hit local government revenues. We’ve previously pointed out land sale revenues as being a major component of local budgets, and China’s…
The Other Side of This ‘Inflation’ Is Inventory
Commentary If you had to describe last year using only a single word, for most people the world they’d choose would probably be “shortages.” Everything from new cars to chicken tenders seemed to be in short supply. There were the not-infrequent social media outbursts flooding people’s screens with images of bare grocery store shelves, the…
Will Higher Mortgage Rates Kill Housing?
Commentary Recent home mortgage rate hikes have created concerns over the outlook for the housing market as well as the economy. Housing sales are highly sensitive to interest rates. A downturn in housing starts is among the earliest and most reliable indications of a downturn in the overall economy. Adding to this concern for homebuilding…
The Economic Implications of Russia’s Invasion
Commentary Russia’s invasion of Ukraine has shocked the world. With its vastly superior Russian military ravaging the Ukrainian people, the global response has been unprecedented. Much of the world has reacted to the invasion with more than the usual condemnation. Civilized, peace-loving countries have cut off economic ties with the invader. Russia will now be…
What Meta’s Crash Means to the Rest of the Tech Industry
Commentary It’s a day that will live in infamy. For now. On Thursday, Feb. 3, Meta Platforms (the company formerly known as Facebook) announced its earnings and tanked some 26.4 percent in the blink of an eye. In that same blink, some $232 billion of market capitalization was wiped off the face of the company….
The Obscure Premium That Justifies Tesla’s Insane Valuations
Commentary I’ve recently been trying to get my head around Tesla’s ridiculous valuations. I have to confess, it’s been a struggle. Even after the current pullback in the market—with Tesla down 25 percent from its high back in November 2021—and despite its recent spate of recalls, it’s still outrageously valued. Its current P/E ratio is…
Ladies and Gentlemen, Please Fasten Your Seatbelts and Prepare for Landing
Commentary It’s a phrase I haven’t heard in a long time. You would hear it back in the days before zero interest rates ruled the land when the Fed actually used interest rates to manage its monetary policy. It referred to one outcome of a Fed policy adjustment when an economy got overheated. It’s called…
Can Made in America Products Compete With Those Made in China?
Commentary Nike, the company that encourages customers to “Believe in something. Even if it means sacrificing everything,” is a company that leads by example. If a report by the Australian Strategic Policy Institute (ASPI) is anything to go by, then Nike believes in assisting the Chinese regime and sacrificing the rights of Uyghurs in Xinjiang….
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