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Page 2 of 4

Cyprus Is Not a Problem; a Bank Run Is

By Bo Peng

Crisis perfectly illustrates euro experiment lunacy.

08:49AM 03/18/13

Chinese Real Estate Is a Bubble, Not a Disaster

By Bo Peng

Tier-1 cities will hold up well, while over-built Tier-2 and -3 cities have gone bust or will but who cares.

08:51AM 03/11/13

Could the Big Yen Short Turn on a Dime?

By Bo Peng

The yen could be poised for further devaluation, but not for the optimistic reasons underlying recent trading.

10:59AM 02/19/13

The Bernanke Strangle

By Bo Peng

Along with the Bernanke Put, there's now the Bernanke Call, an upper limit on economic growth.

12:26PM 02/05/13

QE, Japan Style

By Bo Peng

Bank of Japan's plans for QE carry some significant caveats that could scuttle implementation.

09:40AM 01/22/13

Caution: A Convergence of Contrarian Indicators

By Bo Peng

While short-term, stock-specific moves will be dictated by earnings, debt-ceiling talks on the horizon could provide a rude awakening.

09:35AM 01/14/13

We Did Not Fall Off the Cliff; We Will Get Stuck on the Ceiling

By Bo Peng

Republicans have no bargaining chips on spending. Obama will win. U.S. credit rating and debt will lose.

07:47AM 01/07/13

Diminishing Effect of QE: Increasing Exit Risk

By Bo Peng

Fed's perpetual balance sheet expansion is pushing the economy onto a razor blade.

08:50AM 12/17/12

A Tale of Two Chinas

By Bo Peng

While the big indices in China continue a seven-month decline, below the surface, solid performers and pretenders have diverged.

08:47AM 12/04/12

Global Risk Is On, For Now

By Bo Peng

Apocalyptic drama around the world is fading but doesn't mean problems are being solved.

09:09AM 11/26/12

Page 2 of 4

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