Taking the perspective of those with alternative views can be instructive for the investor. FT Alphaville typically sports a bias against the industrialization of China meme. Digging down into the wealth of information in their recent post I see every reason to expect the developing world to continue inhaling commodities: Why China’s commodities demand is different.
The blog here at Independent Stock Analysis is now the home page. If you have us in your favorites, you may need to adjust the path to http://independentstockanalysis.com/. Our intent is to post daily before breakfast and after lunch. Check back often. Thanks!
As we navigate trying to understand the investment world, this blog tries to wade through the sludge to improve our understanding. I post anonymously. In the spirit of pioneering financial writers from Larry Livingstone to today’s blogosphere, I changed my pen name. Hello J.J. Butler. Eighty years ago (pre-SEC!) a real J.J. Butler wrote the booklet Successful Stock Speculation for his brokerage firm. Enjoy!