Tag Archives: China


Why China is Embracing Blockchain But Shuns Cryptocurrency

  by David Drake     For more than 18 months now, China has waged war against cryptocurrencies. About a year ago, the country placed a ban on the sale of initial coin offerings and just weeks ago, it increased pressure on cryptocurrency activities. But even as the country suppresses any efforts of digital asset trading by limiting speculation, it is […]

China Surges Ahead of US and South Korea in Blockchain Use

  by David Drake   China has become one of the largest supporter of blockchain technology. Even so, it is well known for steering clear of cryptocurrency trading and mining. According to information provided by the World Intellectual Property Organization (WIPO), China holds 50 percent of all blockchain related patents. Two-thirds of the most influential companies globally within this sphere […]

How China-South Korea Regulation Fears are Shaking the Crypto Market

by David Drake In 2017, the cryptocurrency market recorded fast growth that hasn’t been experienced in other financial markets. Over a period of 12 months, the price of Bitcoin rose 2000% to peak slightly north of $19000 in early December. Ripple and Ethereum also recorded significant increments in prices as the year drew to a close. However, the crypto market […]

Behind the Curtains of China’s Silk Route Fund Initiative

by David Drake The Silk Route Fund is one of the Chinese government’s initiatives to expand the country’s agenda for development across Asia. The state-owned investment fund was launched in 2014 and aims at fostering increased investment within the “One Belt, One Road” which covers Eurasia. China has been ambitious in its plans to increase trade links, especially towards the […]

Understanding Recent Equity Market Mayhem: A Tidal Wave of Liquidity Creation Meets a Cavernous Trench of Debt

Over the last couple of weeks we have witnessed a series of conflicting reports from all over the media complex as to why equity markets are under pressure. Predictably, as soon as the markets recover a bit these same pundits come up with all sorts of reasons to cheer.  Needless to say these hysterical reports, bullish or bearish, are entirely […]

Healthcare Vote Drives the Equity Markets Higher?! U.S. – China Trade War Brewing

The equity markets move higher responding to the results of the healthcare vote Sunday? If you can’t see through that illogical logic then no amount of reading this blog will help you. Please stop reading this post, don’t pass go and choose a card from the community chest as that seems to be the order of the day. For the […]

Credit Markets Warning Signal, Foreign Demand for US Treasury Falls

The following story represents perhaps the largest obstacle facing equity market integrity today.  The previous statement is not hyperbole. The collapse of equity prices in 2008 was presaged by a python-like constriction of credit. If the private sector cannot access credit then business grinds to a halt and as we saw in 2008 economic cataclysm ensues…  Credit markets flash hottest […]

FED Will Not Reduce Liquidity, Stock Market Investing, China Theme Continued

That’s it! I’ve had it! Enough! Let’s dispense with the absurd, ludicrous, vacuous debate about “imminent” Fed tightening.  The financial airwaves and print are full of this idiotic expectation that the Fed will reduce liquidity soon.  Allow me to be clear: THE FED WILL NOT REDUCE LIQUIDITY AT THIS TIME. The Fed cannot reduce liquidity because the economic environment is […]

Investment Strategy 2010, Welcome to Our Research Room, US$ vs.Yuan

Investment strategy: Many factors will affect our investment strategy in 2010 not the least of which will be the continued development of the Chinese dragon. The transformation of China into an economic powerhouse will lead to many dynamic investment opportunities for those who can separate the proverbial wheat from the shaft. I can think of no better international combine driver than our own research guru, […]

Giddy-up! Buffett, Berkshire Hathaway Climb Aboard Coal Bandwagon

Berkshire Hathaway’s recent acquisition of rail operator Burlington Northern Santa Fe Corp has generated a tremendous amount of dialogue within the investment community.  For one, the deal involves Warren Buffet, Berkshire’s iconic CEO and legendary value investor.  The 79 year-old sage, whose succession plan remains one of the most tightly bound secrets in the industry, invited the rail operator to […]