Global Intelligence
China has demanded a clear explanation from the United States following reports that it infiltrated the servers of the Chinese telecoms giant, Huawei. The company said it would condemn the invasion of its networks if the reports in the New York Times were true. The newspaper quoted documents, allegedly from the US National Security Agency […]
Continue Reading
“When you bundle bots, clicks fraud, viewability and the lack of transparency [in automated ad buying], the total digital-media value equation is being questioned and totally challenged,” warns one advertising group executive as theWSJ reports about 36% of all Web traffic is considered fake, the product of computers hijacked by viruses and programmed to visit sites. This […]
Continue Reading
There is a reason why in the past we have referred to Russia simply as Gazpromia [2]. Here is why… [3] And a little more color on this soon-to-be-critical company… Pages 10-12 are of particular importance… [4] Gazprom Investor Day Presentation – Mar 3 2014 [5]
Continue Reading
Russia threatened to dump its U.S. treasuries if America imposed sanctions regarding Russia’s action in the Crimea. Zero Hedge argues that Russia has already done so. But veteran investor Jim Sinclair argues that Russia has a much scarier financial attack which Russia can use against the U.S. Specifically, Sinclair says that if Russia accepts payment for oil and gas in […]
Continue Reading
If it was the intent of the West to bring Russia and China together – one a natural resource (if “somewhat” corrupt) superpower and the other a fixed capital / labor output (if “somewhat” capital misallocating and credit bubbleicious) powerhouse – in the process marginalizing the dollar and encouraging Ruble and Renminbi bilateral trade, then […]
Continue Reading
With senior German officials expecting discussions among leaders at the EU Summit to solely focused on a second round of sanctions against Russia (and warnings that they “must avoid a spiral of sanctions”), we thought it worth drilling down on just how mutually-dependent the two regions are. As Acting-Man’s Pater Tenebrarum notes [10], the following infographics suggest tit-for-tat sanctions […]
Continue Reading
Following the default of 2 more corporations last night, Hang Seng’s index of China Enterprises plunged to 8-month lows and officially entered bear market territory. Overnight angst in the Chinese currency markets (which saw the Yuan trade back to 1-year lows) has sparked broad commodity weakness (as CCFD unwinds en masse) with copper giving back most of yesterday’s […]
Continue Reading
GIH: As it turns out, tech giants were in fact working with the NSA to collect user data electronically. They have vehemently denied this. It seemed to make more sense, that NSA had worked with them, compared to NSA being able to hack on multiple levels their systems. Although the NSA has developed many technologies […]
Continue Reading
With the story of the day undoubtedly Yellen’s first (bungled) press conference, it was easy to forget that the second coming of the Cold War is raging in the Ukraine. For those curious what they may have missed, here is a summary of the major events that took place in the troubled country this afternoon. […]
Continue Reading
Submitted by Tim Staermose of Sovereign Man blog [8], Forget tapering. Forget Ukraine. The largest single risk to the world economy and financial markets right now is China. What’s going on in China reminds me a lot of what I witnessed firsthand when I lived in South Korea in the 1990s, before that economy’s crash in 1998. […]
Continue ReadingFollow GIH and get free updates on Global Intelligence, Analysis, and more.