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Risks And Opportunities In Shanghai Hong Kong Connect

November 18, 2014 0 Comments

Summary Shanghai Hong Kong Connect is a huge event for investors and for the global economy. Foreign investors and mainland China investors are now able…

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CNBC Asia interview–Markets, EY, Japan, Obama at APEC

November 13, 2014 0 Comments

I did an interview on CNBC Asia with the Hong Kong anchors last night to discuss global markets, oil prices, and the implications of Pres….

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Small bank business loans and the jobless recovery

October 4, 2014 0 Comments

Today’s +278K increase in non-farm payroll jobs is glass-half-full story. Employment (139.4M) has increased by almost 10M jobs from its February 2010 low at the…

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Summary of today’s CNBC Squawk Box Asia interview

October 1, 2014 0 Comments

It was a very good conversation. The anchor was in the CNBC Hong Kong office, just above the square where the protestors are gathering. We…

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PBS Nightly Business Report interview – Why Hong Kong unrest scares markets

September 29, 2014 0 Comments

You can see a video clip of the interview by clicking here. The focus here is on the market impact, not the political issues. Here…

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Whiskey and Economic Growth

September 23, 2014 0 Comments

Today there was a report that scotch whiskey sales are down 39% in the past year. I know–that’s so depressing that I need a drink….

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CNBC Squawk Box tomorrow (1/27) morning 8:40 AM EST

January 27, 2014 0 Comments

I am doing a spot on CNBC Squawk Box tomorrow morning to talk about what’s going on in China and its connection, if any, to…

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Some Thoughts for 2014

January 5, 2014 1 Comment

When our daughter Katie was 3 years old, she referred to the list of things you make at the beginning of every year as “New…

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CNBC Squawk Box tomorrow morning 8AM Eastern time

April 12, 2012 0 Comments

Hey wait a minute–that’s 5AM here in California! I get to wake up in the dark again. We will discuss the China GDP number that…

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CNBC Fast Money Monday noon-1PM

April 1, 2012 0 Comments

FYI: I will be on CNBC’s Fast Money Monday from noon-1PM EAstern time to discuss the China growth news released this weekend. As you know,…

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