tag:blogger.com,1999:blog-1527840491496268397.post507110349847366985..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: "China's Strategy to Secure Natural Resources"Unknownnoreply@blogger.comBlogger4125tag:blogger.com,1999:blog-1527840491496268397.post-6735721188541754822015-07-19T22:19:29.338-07:002015-07-19T22:19:29.338-07:00Off-topic:
I haven't followed the coal indust...Off-topic:<br /><br />I haven't followed the coal industry closely, and I'm curious to hear people's opinions about why it's collapsed over the past twelve months.<br /><br />My casual impression is that 1) Thermal coal prices fell in 2012 as fracking reduced natural gas's price, but met coal was still near peak prices. 2) Then met coal prices began to collapse, but natural gas rebounded, and that kept the industry alive. 3) Met coal continued to weaken over the past year while natural gas plunged again, and this 1-2 whammy is forcing most of the industry into bankruptcy.<br /><br />Is this accurate?Jamesnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-67217476894153404152015-07-19T19:07:58.109-07:002015-07-19T19:07:58.109-07:00It's on Google Books but I can't find a fu...It's on Google Books but I can't find a full copy anywhere for free.Jamesnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-59165651781291690072015-07-19T18:02:29.869-07:002015-07-19T18:02:29.869-07:00Also, protip, since its a white paper there's ...Also, protip, since its a white paper there's a good chance you can find PDF floating out on the web somewhere not behind a gate. You might also visit the authors website, he's an academic and they often post position papers and the like on their website, of have a blog where you can infer most of their argument by piecing together other writings. Finally, you might search YouTube for author interviews or roundtables or book tour interviews (less likely in this particular case, but still). These guys tend to be one track minds and you might find they've given the same speech or talking points on the subject in numerous venues and at least one is recorded on YouTube. Just some ideas.Taylor Conanthttps://www.blogger.com/profile/18270678440957992085noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-25147884628010368972015-07-19T17:02:51.570-07:002015-07-19T17:02:51.570-07:00Japan is absolutely the model China is trying to f...Japan is absolutely the model China is trying to follow, with elements of Korea. The role of quasi-SOE in Japan's mercantilist development pattern is severely underappreciated.Taylor Conanthttps://www.blogger.com/profile/18270678440957992085noreply@blogger.com