Economists' Dirty Little Secret: Protectionism Works!
The 1930s provide a cautionary tale -- with rampant protectionism causing global trade to shrink, exacerbating the Great Depression and leading...
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Australian Credit: Alumina Demonstrates The Value of Active Credit Investing
On the 21st of September 2016, Alumina Ltd (AWC AU) eceived a double notch credit downgrade from Standards & Poor’s (S&P) and as a result,...
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Trade and Diplomatic War Perks up Aluminum Prices
Grab a beer whilst it is still cheap; we expect consumers of steel and aluminum to pay a higher price because of trade and diplomatic wars. We...
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Fund Manager Meeting Notes: Economists Back to Drawing Board
Have you read economics papers from the 1950s or material Alan Greenspan wrote in his early days? Certainly nothing to write home about. But then...
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A Few Stock Picks Up 10-20% in Couple of Weeks…Why Alcoa ….
I really want to get to my Pacific Basin Shipping Ltd (2343 HK) Meeting Notes -- which I will in a few days. But I have more to say first. Dealing...
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