Archive for the ‘George Wolff’ Category
China’s Context
If you are immersed in financial news daily as many of us are, it’s very easy to become more and more caught up in the rapid changes. If you are watching the markets to find the right moment perhaps to trade a stock you own, particularly in what has been a summer of volatility, it’s easy to get caught up in the moment by moment market changes.
Sometimes it’s necessary to be immersed Read the rest of this entry »
Buffett Jumps the Gun. Don’t Follow Him Into China!
Reviewing this month's theme in the upcoming China Stock Digest reminds me vividly of the financial tsunami now facing the world. The huge changes spawned by China's rising economic power have only just begun to take shape.
Reading about China's auto industry brings to mind an issue that has nagged the mainland's business leaders and mandarins for years. Why isn't China more like Japan by now? Read the rest of this entry »
Things Go Better With China. That’s Where the Money’s Moving Now!
The fizz has gone completely out of world stock markets thanks to Europe's panic over its massive debt problems. But that hasn't meant an end to huge global investment moves. Aggressive companies like Coca Cola (KO) are still charging ahead with multi-billion dollar initiatives aimed at a more profitable future.
The latest and biggest move has to be Coca Cola's $4 billion dollar China challenge. In a Read the rest of this entry »
Who Can’t Handle the Truth? China’s Tiny Economic Surprise
Here's the big lie – a lie that just about every consumer believes. You've heard this one a million times: "Everything Americans buy nowadays is "Made in China." Or, the U.S. economy just isn't producing much of anything anymore."
That is dead wrong. But why?
Just last month, ABC News ran a week-long series designed to prove that Americans no longer make Read the rest of this entry »
The Best Deal of the Year is the Apple of China’s Eye
We've all heard the advice, "Buy on the rumor. Sell on the news." Usually that works out well in practice. But last week's biggest most enticing rumor was completely overwhelmed by global stock market convulsions.
The rumor, spread by several credible sources, including AppleInsider, goes like this: "Apple is said to have landed the biggest prize in the mobile industry, partnering with China Read the rest of this entry »
All That Glitters? China Is Buying It Up
What goes up must come down, right? Readers will remember I predicted steadily rising gold prices weeks ago as turmoil in Washington exploded and Chinese demand ballooned. So what happens after the politicians finally get their act together? Will gold prices collapse and take other precious metal prices down with them?
Not very likely.
Retail Gold Rush. Look Out Wal-Mart!
Dead money?
That's what most investors call shares of companies that haven't shown signs of growth for years. Until recently, Microsoft (MSFT) was often held out as "exhibit A". The software giant had been stuck in a flat trading range, with signs of slow price erosion, for the past ten years.
Pain at the Pig. China’s Inflation Creates Opportunity
Why have we have all suffered through those "Pain at the Pump" TV news stories? Well, for Americans, ballooning gas prices are a key pressure point of consumer price inflation.
But, for the Chinese, it's all about pigs.
Half of all meat consumed in China is pork. Pork is a treat that only the middle and upper classes can afford to eat regularly. And, as China's wealth Read the rest of this entry »
Lend an Ear! Exploding Corn Isn’t Popcorn. It’s Profit
Who cares about corn? I have never traded a commodity in my life. And I’m sure I’ll never be one of those shrieking guys waving their hands wildly down in the commodities pit in Chicago.
But I do think the latest news on corn is big news for investors.
Let me explain.
China’s Golden Panda Is No Bear. This One is Minting Money
China’s gold Pandas are pouring out of the mint at an incredible rate.
Rare and endangered in the wild, gold Pandas are a different story.
Chinese gold Panda coins are being bought up by the millions.
And as supplies run out, production is now being Read the rest of this entry »


