Category: lender

China’s ‘producers’: Part 3, Have I ever steered you wrong? Always

3 October, 2012 (09:20) | China, commodities, Economics, Finance, lender, Markets, Regulation, Securitization |

[Continued from yesterday's Part 2 and the preceding Part 1.]   By:David A. Smith   As we’ve now seen in the two previous posts, based on stories and analysis in The Diplomat (September 10) (blue Arial),Reuters (September 16) (green Arial), and the sulfuric commodities blogZero Hedge (red Arial), China’s capital in circulation, either in money [...]

China’s ‘producers’: Part 2, Let’s assume that you are a dishonest man

2 October, 2012 (09:16) | China, commodities, Economics, Finance, lender, Markets, Regulation, Securitization |

[Continued from yesterday's Part 1.]   By:David A. Smith Using reporting from The Diplomat (September 10) (blue Arial),Reuters (September 16) (green Arial), and the sulfuric commodities blogZero Hedge (red Arial), yesterday’s post on China’s Mystery of the Vanishing Steel established that China’s producers have been multiply pledging steel inventories..  if so, many Chinese holders of [...]

China’s ‘producers’: Part 1, Thank you, I knew I could con you

1 October, 2012 (13:55) | China, commodities, Economics, Finance, lender, Markets, Regulation, Securitization |

By:David A. Smith   No sooner had I finished posting my comprehensive three-part theory of China’s impending economic implosion than I came across two stories tending to confirm it in the scariest way possible, one from The Diplomat (September 10) (blue Arial), the other from Reuters (September 16) (green Arial) embellished with the acidic and [...]