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LKCW Nightly: 8-27
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LongKC
Posted 8/27/2015 13:50 (#4756174 - in reply to #4756161)
Subject: RE: LKCW Nightly: 8-27


Middle Tennessee
One more nugget to the Nightly,
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Looking longer-term, there was a reminder today of the most general theme in the recent commodities bust, which is investment in production propelled by Chinese demand growth now gone bust. DimSums has reported how the Chinese have made a priority of investing in commodities throughout the world, especially throughout the Silk Road (and I don’t mean that site where people hire murderers and sell Ex)
http://dimsums.blogspot.com/2015/06/a-silk-road-for-agricultural-in...
The WSJ report described a mothballed $27 dollar Arctic natural gas site in Russia, a site the natural gas market probably doesn’t need right now.
http://blogs.wsj.com/moneybeat/2015/08/27/sanctions-squeeze-russian...
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