http://www.ritholtz.com/blog/2012/07/7-factors-to-watch-in-a-slowing-economy/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29
Chinese premiere Wen talks about China's need to take action...
http://www.china-briefing.com/news/2012/07/13/wen-china-needs-to-take-action-to-boost-investor-confidence.html
.... while Chinese Industrial Production is up 9.6% but,
http://english.cri.cn/6826/2012/07/13/53s711634.htm
Chinese economic data is questioned
http://www.bloomberg.com/news/2012-07-13/china-economic-data-questioned-as-electricity-use-slows.html
In the U.S., more evidence mounts that the Housing bust is over
http://online.wsj.com/article/SB10001424052702303644004577520414196790098.html
After at least three cities in California have gone BK. Some claim bankruptcy not a trend
http://www.nytimes.com/2012/07/13/business/bankruptcy-in-california-isnt-seen-as-a-trend.html?partner=rss&emc=rss
And they could be right
The potential benefits from QE3 on hard assets may be overstated. It is better to watch China
http://silverinvestingnews.com/12878/chinas-relevance-growingqe3-not-so-much.html
Insights into better decision making
http://www.bakadesuyo.com/should-you-work-harder-on-simple-problems-or?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+bakadesuyo+%28Barking+up+the+wrong+tree%29&utm_content=Google+Reader
Is the commodity supercycle over? (Our Note- Probably not as long as the developing world continues to develop)
http://www.ft.com/intl/cms/s/0/f0921d54-bfa4-11e1-8bf2-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets%2Ffeed%2F%2Fproduct#axzz20RYn0iOD
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