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Bond market may signal US financial crisis to come – Bill Fleckenstein I am becoming more convinced that the various elements of a funding crisis will be picking up the pace and intensity sooner, rather than later, and they may well be the most important factors to consider with regard to investment decisions in 2011. … Read more

EARLY LOOK: Mandelbrot Math (Hedgeye Blog) Altogether, if you take the beginning and end of 2010, you can draw plenty of conclusions that are now crystal clear. From my global macro model’s vantage point, the deep simplicity of all of these global macro factors and what they mean prospectively to the global markets remains as … Read more

China Pledges Support For Solar Development Beijing will create 13 industry zones and pay up to half the price of equipment for solar power projects, the Finance Ministry said. It said other costs will be covered by a subsidy of 4 to 6 yuan (60 to 90 U.S. cents) per watt of generating capacity. (tags: … Read more

Gold Imports by China Soar Almost Fivefold as Inflation Spurs Investment – Bloomberg China’s gold imports jumped almost fivefold in the first 10 months from the entire amount shipped in last year as concern about rising inflation increased its appeal as a store of value, said the Shanghai Gold Exchange. (tags: gold inflation China)

PV Module Industry: Volume is Vanity, Profit is Sanity warns IMS Research | Solar Feeds News Network Despite shipments of PV modules set to grow in 2011, rapid price erosion may see a decline in market revenues next year according to the latest analysis from IMS Research. A detailed analysis of key industry metrics revealed … Read more