Pivot Capital

Weekly Update 11-23-09

Some of today's brightest investors have decided the world has gone crazy. To them, it makes no sense that commodity prices are rising so sharply while economic growth remains sluggish. Something is not as it appears, and they've decided the impostor is China.Read more...

Why the Chinese bubble is a mirage 11-23-09

Some of today's brightest investors have decided the world has gone crazy. To them, it makes no sense that commodity prices are rising so sharply while economic growth remains sluggish. Something is not as it appears, and they've decided the impostor is China. Read more...