A few months ago, Kevin Muir of East West Investment Management, posted a blog that highlighted some of our research. We appreciated the shout out as well as the mention of an interview that Leigh Goehring conducted with Jim Grant on Real Vision Television. Not to mention that the topic explored by Muir is an important one to us as well – What if China rolls over?
We contacted East West Investment Management for their permission to repost this blog and encourage our followers to read more! Thank you to Kevin Muir, East West Investment Management and The Macro Tourist.
Excerpt from The Macro Tourist Blog
Every now and then I stumble across a new source of information that I can’t wait to share with my readers. Today is one of those days. If you have even the tiniest shred of interest in commodities, then head over to the Goehring & Rozencwajg website immediately. It’s just terrific stuff.
I must admit to being partial to their bullish commodity story, but in a recent RealVision TV interview, Leigh Goehring solved a problem that I have wrestled with for some time.
I have always struggled with being long commodities in the face of a potential China credit implosion. After all, China is the world’s largest importer and user of commodities, a slowdown would be catastrophic for commodities, right?
Not so fast. As Leigh Goehring so aptly notes, a great analogy for a potential China credit crisis would be the Japanese credit collapse of 1990…
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