China Pulp & Paper: Factory Visits in Dongguan at Nine Dragons (2689 HK) And Lee Man Paper (2314 HK)
Last week I spent two days in Dongguan (Guangdong province) Visited factories of both Nine Dragons Paper Holdings (2689 HK) and Lee & Man...
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RELATED PARTIES: Family Games in HK and SG
Given that related party transactions are somewhat of a national sport in Asia and a key component of most accounting frauds, it is somewhat...
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Oil Trade Points and Risk On
Chartonics webcast Tuesday 15 March 2016Oil trade points and risk onTo view click on this link: http://www.screencast.com/t/W9MfxP5MlodF 5:07...
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March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
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2016 Names Not Trades and a Tough Energy Environment (And Other Recent Visits)
I outlined my 2016 quick takeaways from visiting clients, ex-clients and friends prior to the break (2016 A year of Reckoning, 23 December 2015),...
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