This guys is usually spot on, but you can’t time him. Satyajit Das, author of Traders, Guns and Money, talks about the issues with China and Europe:   ECB is insolvent – it’s got $130 bn of Greek bonds, with just $5bn of capital. The ECB is technically in deep doo-doo, but because it’s a [...]

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Three Chinese companies, listed in the US, have recently been in the news for cooking their books. The revelation that they made up numbers has taken their stocks largely off the trading networks, or dropped them to some serious lows. They’re now called FraudCaps. I list three of them below. China MediaExpress ($CCME) This Chinese [...]

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Alert Reader MK says: Deepak, How about a writeup on Beijing Commercial Property prices which have collapsed 30% in the last one month. So I do the Google and find out: We’ve been waiting for tightening measures to hit the Beijing proper…

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Why is the Shanghai Index at or near 6 month lows?   The two year chart shows us we have a LONG way to go, of course. Just to give you a context: Yes there are some fundamentals – banks have been asked to cut back on loans, real estate …

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From Business Insider : Look at this part: One clear clue (regarding the rising real estate prices in China) is that the average price-to-income ratio in Beijing has reached 27:1, five times the world average, according to data from the Bureau o…

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Chanos is a short-seller, and was known to have shorted Enron before it’s collapse. While shorters are usually blamed for everything, Chanos has been right multiple times.Also he has the pockets to outlast “stop losses” when things don’t go his…

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