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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: gregor_us who wrote (105439)	7/19/2008 6:45:45 PM
From: Cogito Ergo Sum	Read Replies (1) of 206092

China is an interesting case... A few weeks ago I speculated here that the reduction in subsidies might not affect the demand to any great degree.... All those new cars coming on stream will not simply be parked for show and there was evidence that folks were willing to pay more for fuel if they could get it.. ... The fear there being Chinese laws against the sellers breaking the price cap.. Mark Mobius of Templeton recently speculated that Chinese demand was mitigated by industrial shutdowns for the Olympics.. a not insignificant transitory effect .. possibly. The Black Swan

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