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Sign In(1) China’s great liquidity flood. (2) Bailouts for “Credit Equals Gold” and “Opulent Blessing.” (3) Orwellian economics: More credit to slow risky credit. (4) Social financing at $2.8 trillion over last 12 months. (5) Tipping point: When gold turns to lead. (6) PPI details show widespread deflation. (7) Technology and productivity boosting margins? (8) Not good for jobs and social stability. (9) Good news in China MSCI revenues and earnings. (10) Focus on overweight-rated S&P 500 IT.
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