Smart Picks Blogs

Paul Summerville • February 5, 2012

Commentary on the end of NATO involvement in Afghanistan, on the ground in Taliban country, Canada’s need to diversify its trading partners, a call to make angel investing more democratic, the Prudent Bear bemoans the reflation of the risk bubble, and bears getting bullish.

Thankfully the United States comes to its senses and is leaving Afghanistan. (ed’s note – recalibrating the need to spend the defence dollars in Asia no doubt).  Thanks to Ken of Tokyo/Hong Kong.

Paul Summerville • February 4, 2012

Commentary on Japan’s adjustment, America’s hopeful jobs report, the Rundown, the world’s greatest chicken wing eater, surviving globalisation, and how Prime Minister Harper thinks about Canada's greying future.

As countries get richer and mature how do they compete in the global economy? An interesting article about how Japan’s manufacturers have levered technology to survive. Thanks to Charley of Toronto.

Paul Summerville • February 3, 2012

Commentary on the contrarian’s dream, digging for copper, the United Kingdom strangled by austerity, Canada’s housing bubble, and the case against energy security.

Doug Kass on why the time has come to switch from bonds to equities.

The Street -- Kass: A Contrarian's Dream
Today's dominant investor classes -- individual investors, hedge funds and pension funds -- have de-risked and are relatively uncommitted to equities.

Paul Summerville • February 2, 2012

Commentary on China’s economic model, the Chinese pollution problem, the doomsayers, the ECB’s big bet, Japan prepares for a bond market tsunami, forecasting crises, and Canada's pension debate.

It is nice to have some company in the ‘Chinese economic model leaves nothing to be desired’ camp.

 

Paul Summerville • February 1, 2012

Commentary on the Chinese energy connection, the many versions of capitalism, Mitt debating himself, the best and the rest, how occupation became legal, and scientology.

The background behind the Prime Minister’s trip to China next week. Thanks to Evan of Victoria.

Paul Summerville • January 31, 2012

Commentary on capitalism, Canadian banks, disruptive technology in the publishing business, how innovation works, the Iran problem, and the price of beef.

The hand wringing about capitalism as being too hot – the Washington consensus – or too cold – where the state dominates – misses the truth that ultimately the most sustainable communities, national and global, find the balance between the twin virtues of inequality of outcome and equality of opportunity.

Paul Summerville • January 30, 2012

Commentary on rediscovering capitalism, the strange moral relativism of the Republican Party, the Greek default decision tree, how the banks changed the rules, and Harper's big move.

Hernando de Soto on the need to rediscover capitalism by remembering the importance of record keeping. (ed’s note – where of course the state plays a critical role).

Paul Summerville • January 29, 2012

Commentary on American foreign policy, will Israel attack Iran, thinking about RIM, the hurt in John Hurt’s face, and the fairness question in Canada.

Realism’s oracle, John J. Mearsheimer. (ed’s note – gee, I wonder what that would mean for Canada to have a strategic energy relationship with China).

Paul Summerville • January 28, 2012

Commentary on China’s capitalism, some of the women in the room, the high cost of university and college, Occupy, and what Harper was getting at in Davos, maybe.

The Economist has added a China section joining Britain and the United States as the only countries so examined. Will it become remembered as one of the great reverse indicators in publishing history? It doesn’t help that we are reminded about how influential the Communist Party is in the country’s economy.

Paul Summerville • January 27, 2012

Commentary on the upcoming French election, Romney’s money, Japan’s justice system, Eiko, the death of mackerel, outsourcing, paying for oil, China’s infrastructure mania, and Europe’s mess.

(ed's note -- have had many interesting articles sent in that have been accumulating, a little clean up).

Can Sarkozy win? Thanks to Ken of Tokyo/Hong Kong.