thank you zhangpeng for the heads up.
i was just in beijing, xian, and shanghai, and saw what you see
i feel china will at some point experience a recession of some sort, though not necessarily of the negative growth type, and it will hardly matter to the big picture of second coming of teotwawki
taiwan is a wild card, and should it go wild, time to do leverage buy
such is what one ought to do in a bull market, especially when the advances so far are merely a long reversion to the mean that is still far away
recommendation: ... well, you know, as i had thought a long time ago that AOL ought to have bought NEM, I believe hoarding gold, accumulating silver, and grabbing on to platinum is betting on china's continuation of trend
i fear the long rate will continue to rise even after ben burnandkaput pauses, and in such an environment few assets will do well
however, the officialdoms around the world still have much ammo left, for great big guns |
