While at T&T Capital Management we are of the mindset that China is likely to experience a considerably rougher landing than the consensus opinion, this article nicely articulates some of the problems that particular commodity exporters might endure.  Companies like BHP, RIO, and RTP, are not going to have same seemingly inexhaustible demand that has...Read More

The writing is on the wall for the slowdown in Chinese economic growth.  Unsustainable hard asset construction has been crucial for the cyclical buoyancy to many commodities such as iron, copper, crude oil, etc.  This Asian growth has been vital as the traditional economic heavyweights have been hindered through a severe recession, and several different...Read More