Are Shipping Numbers Masking A Stealth Commodities Selloff?

The China Containerized Freight Index has bee-lined upward in 2010. The index tracks shipping prices for goods sailing from China to 11 different regions around the world.

Between January 15 and February 26, the index rose 17%. During the same period,…

March 12th, 2010 | Posted in Clusterstock | No Comments

25 Reasons We Will Not Have a Depression

One particularly vitriolic reader of my last article on The Distorted Shape of the Recovering Economy seemed to think I was predicting a doomsday scenario. I was not at all. Richard Duncan’s tentatively predicted Fall of Rome scenario is a…

November 21st, 2009 | Posted in Seeking Alpha | No Comments