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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (20122)1/1/2005 5:11:33 PM
From: RealMuLan  Read Replies (1) of 116555
 
Mish, these guys don't add up<g> Some are screaming China will have a hard landing, some are screaming miners will have some obscene profits. So which one do you agree?<g>

And in case of coking coal, doesn't China produce something like 70% or more of the world total?

As for coal, Chinese gov. will cap the price domestically for coal (no more than 4-5% inflation).
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