The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (7659)	2/11/2004 11:33:03 AM
From: gregor_us	Read Replies (1) of 110194

This is Why I Took My Commodity Bets Off... ...last month after a terrific run. I became concerned that China's inhalation of iron ore, coking coal, copper, nickel, and all the rest was really just a part of their own bubble. The frenetic industrialization of China and the building of their industrial capacity is so leveraged to Western Consumer Demand--that I fear even minor disruptions to the scheme will have big reverberations. Sure, China will eventually bring as much domestic demand "on line" as they have capacity--and commodity plays are no doubt a great 5-10 year bet to make. I just think there's a big disruption coming before "new levels of Sunshine break out over the broad uplands..."

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