Big Trouble with 5-Year China?

China's latest five-year plan seems to be a big hit. What's more, the most recent growth slowdown is abating, the stock market is recovering, but my indicators are suggesting that, despite all of the glowing rhetoric, the economy is taking a step back in its path towards re-balancing growth towards the household sector.

The full post is available at our new site here.



Site Notice
I am happy to announce that the new site is now re-open for new subscribers. We closed our site to new subscribers in January in order to better control the rapid growth of our community. After listening to feedback and making a few tweaks to the site and the content, such as the addition of a mid-week technical update, the site is now re-open for business.

You can subscribe for 1 year (US $249.99), 1 month (US$24.99)  or 1 day (US$4.99);. Even if you are not ready to subscribe, you can always sign up for email notification of free posts as they are free and available to the public two weeks after publication.

As a reminder, here is a sample of some of past posts:

• Why I am bearish (and what would change my mind) May 2015
• Relax, have a glass of wine August 2015
• Why this is not the start of a bear market September 2015
• The reason why the bulls should be cautious about a January hangover December 2015
• Why this is a correction and not a bear market January 2016

I am reminded of a variation on an old adage:

If you give a man a fish, he'll eat for a day.
If you teach a man how to fish...he'll want to get a boat.

We would love to have you join our community. We stand ready to help you build your own boat. Come over to the new site and take a look.