Disclaimer. After nearly 40 years managing money for some of the largest life offices and investment managers in the world, I think I have something to offer. These days I'm retired, and I can't by law give you advice. While I do make mistakes, I try hard to do my analysis thoroughly, and to make sure my data are correct (old habits die hard!) Also, don't ask me why I called it "Volewica". It's too late, now.

BTW, clicking on most charts will produce the original-sized, i.e., bigger version.

Monday, October 19, 2015

China's September IP down again

IP (industrial production) growth in China slowed again in September to just 5.7%  I keep on thinking we've hit the (mini-) cyclical low, and I keep on being wrong.

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