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Thoughts

US Employment – Something Wonderful is About to Happen

Nial Gooding Wednesday, June 4th 2014 Preamble The Wall Street – Main Street disconnect that’s been a leitmotiv of the US economic recovery is perplexing. Why, when everything is improving, is Main Street still so down in the dumps? The answer is important as a lack of grass-roots confidence in the US has retarded re-engagement […]

Categories
Thoughts

China’s Credit Growth – The Pig in the Python, and what’s coming out

Nial Gooding Monday, May 19th 2014 Preamble Torture data long enough and it’ll tell you anything. This is especially true in China because not only do we have a lot of it these days but also it’s supplemented by work from a small army of subscription-seeking axe-grinders. In this note though, as far as it’s […]