Fox News - Fair & Balanced
Search Site

Wednesday, April 7, 2010 as of 11:14 AM ET

The Casone Exchange
  • February 2, 2011 11:29 AM UTC by Cheryl Casone

    Best Guess: China, the Fed, and Regis

    What I enjoy about going through the Best Guess list from each week and passing it on to you is that they are about as varied as a New York City street fair. There is something for everyone!

    Here you go….


    With changes in governments in Tunisia and Lebanon something is changing in the Middle East-while we enjoy a season of good earnings reports it will behoove us to watch strategic geopolitical risks


    Despite all the rhetoric China continues to snub its nose at the US and will continue to do so – we can’t believe anything they say. The Chinese refuse to discuss carbon emissions, disarming North Korea not to mention their continued probing of sensitive U.S. defense computer networks and stealing trade secrets of U.S. companies. On top of all this China holds $906 billion dollars in U.S. debt but many analysts suspect the Chinese also purchase U.S. debt through the United Kingdom and offshore financial centers, such as the Cayman Islands. China also owns $400 billion worth of debt from Fannie Mae and Freddie Mac. It’s all a little frightening.


    The highest rated show for the week for Piers Morgan Tonight will be Thursday when his guest will be Ricky Gervais.


    Apple today is not dependent on Steve Jobs to remain a successful and vibrant company.  It is my opinion that any drop in Apple’s Stock’s Value is due to his health concerns is only temporary and that it presents an excellent buying opportunity.


    Jet’s win the Super BowL!!!!!


    The race to guess who will replace Regis Philbin begins now, but I’m going with Ryan Seacrest! Ratings will take a hit though, no matter the outcome, he really is impossible to replace.



    The big black swan event of this year: the China bubble that will start deflating, and that will rock the markets. China going full throttle with its stimulus, worse than the Congress, Treasury or Fed. Despite the fact that its GDP is only about 2/3ds of ours monetary base is 21% larger than ours, it’s got trillions of dollars more in bank loans, ghost towns litter the landscape, and as inflation tears thru the countryside, Chinese household consumption collapsed from an already very low share of 46 per cent of gross domestic product in 2000 to a mere 35 per cent in 2008.


    Since the U.S. inception, we’ve always understood that trade policy was a tool for building a strong and independent country with a prosperous middle class. And you can expect China to think the same way and grow like the U.S. has.   


    Westinghouse Electric signs a deal with Chinese for nuclear energy equipment.  Nuclear power grows in China and the U.S.



    When the Fed meets next week, we’ll see more dissidence on the part of hawkish officials about the limits of monetary policy.


    Don’t be scared, be prepared.   Make sure as an investor you are ready to deal with the ebbs and flows of the  markets and you understand as best you can where you equity growth is coming from, where you fixed income is coming from (and its duration) and how to protect from where we have been over the past two years.  If you can’t do it, make sure your advisor can because.





    google is higher at the end of the year. Over 700 a share.


    Board shake up isn’t going to be the magic cure to HP’s troubles


    New guidelines for taxi drivers in NYC the final nail in the coffin for Casual Friday.


Hey folks,please don't forget that China is a communist country with a whole different ideology than our democratic ideology!!! You will see how quickly China rises up to compete globally through any means including stealing everything possible including intellectual property rights. China has a 10,000 year old history and a lot of that has been aggression towards other countries. Not until recently however has China been reunited as a country with one group guiding its ambitious agendas. Communist are in control and ultimately they want recognition and power in the seas, air, and land. Therefore when we talk about competing with China we must understand their guiding principles and make a conservative decision as to whether we do business with them or not. Note that other countries possess the same capabilities, can produce at competitive prices, and don't represent a tremendous threat to democratic principles worldwide as does China.

February 3, 2011 at 10:06 am


Ryan Seacrest to replace Regis?!?!? Don't think so with his successful radio program. I'd guess Anderson Cooper would replace Regis.

February 2, 2011 at 6:26 pm

about this blog

  • Cheryl Casone joined FOX Business Network (FBN) in September 2007 as an anchor. Prior to FBN, Casone served as a correspondent for FOX News Channel’s (FNC) business unit and was a regular guest on FNC’s Your World with Neil Cavuto. Casone brings years of experience covering finance, business, and consumer news to FBN.

most popular posts