Chinese Metals Boosted by Stimulus

Tony Daltorio, The Investment U Research Team

At least one government stimulus package seems to be working right now. But, it’s not the United States. If only our stimulus program was as successful as the “cash for clunkers.” Unfortunately, we’re closer to clunker with the rest of economic stimulus.

The stimulus package we’re talking about is in the country that many pundits love to hate – China. So far this year, China’s economy has accounted for virtually all of the world’s economic growth. Including China, global growth is 1.6 percent. Without it, growth was flat to slightly down.

Here are just a couple examples of China’s successful stimulus:

China’s auto market is now growing at 50% per year and has surpassed the United States as the world’s ...

Caxton AssociatesCaxton Associates | Bruce Kovner | NotesThe following piece on Farallon Capital Managment Partners, LP is being published as part of our daily effort to track hedge funds in the industry. To review other hedge fund research notes please see our Hedge Fund Tracker Tool.Resource #1: In a recent 13G filing made with the SEC, Bruce Kovner's Caxton Associates revealed their 5.2% ownership stake in Ferro (FOE). As of the date of the filing, they owned 2,276,526 shares. Previously, in their most recent 13F filing, they only owned 245,944 shares. So, as you can see, Caxton has significantly upped their stake in the company.Caxton Associates is ran by Bruce Kovner. Kovner's bio is as follows: "Kovner's first trade was for $3,000, borrowed against his MasterCard, in soybean futures ...

Caxton AssociatesCaxton Associates | Bruce Kovner | NotesThe following piece on Farallon Capital Managment Partners, LP is being published as part of our daily effort to track hedge funds in the industry. To review other hedge fund research notes please see our Hedge Fund Tracker Tool.Resource #1: In a recent 13G filing made with the SEC, Bruce Kovner's Caxton Associates revealed their 5.2% ownership stake in Ferro (FOE). As of the date of the filing, they owned 2,276,526 shares. Previously, in their most recent 13F filing, they only owned 245,944 shares. So, as you can see, Caxton has significantly upped their stake in the company.Caxton Associates is ran by Bruce Kovner. Kovner's bio is as follows: "Kovner's first trade was for $3,000, borrowed against his MasterCard, in soybean futures ...

Caxton AssociatesCaxton Associates | Bruce Kovner | NotesThe following piece on Farallon Capital Managment Partners, LP is being published as part of our daily effort to track hedge funds in the industry. To review other hedge fund research notes please see our Hedge Fund Tracker Tool.Resource #1: In a recent 13G filing made with the SEC, Bruce Kovner's Caxton Associates revealed their 5.2% ownership stake in Ferro (FOE). As of the date of the filing, they owned 2,276,526 shares. Previously, in their most recent 13F filing, they only owned 245,944 shares. So, as you can see, Caxton has significantly upped their stake in the company.Caxton Associates is ran by Bruce Kovner. Kovner's bio is as follows: "Kovner's first trade was for $3,000, borrowed against his MasterCard, in soybean futures ...