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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 451.89+1.9%4:00 PM EST

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To: Snowshoe who wrote (63809)5/24/2010 3:48:26 AM
From: TobagoJack  Read Replies (2) of 219615
 
<<It's amusing that you and Elmat talk so much about USA. Why not tell us more in-depth stuff about China and Brazil?>>

... what do you think i have been telling you about? mongolia? no, china.

... what do you believe elmat has been telling you about? colombia? no, brazil.

<<Oh well, here's what Chanos is short per Elroy's link...

Message 26458295
>>


do not know of any publicly traded china (as opposed to hong kong) real estate developer that would have the volume for anyone remotely serious about shorting to short and cover

of those traded, rule of thumb would be a 20% decline ytd, hardly a crash, unless one also what happened to google a crash

as to building material companies, any global large cap would be a global supplier as opposed to china supplier, say boral of australia
finance.yahoo.com

and it is not clear any shorter made money doing boral

given the 20% rule of thumb on declines year to date on anything flavored with china, perhaps best to have shorted any number of usa shares instead

it is a very different thing for chanos to claim china be a bubble when the bubble is in companies who supply china. if china was a bubble and the bubble has popped, than my news for you is gad, there is a labour shortage and the restaurants are full, and luxury goods sales are healthy ... etc etc
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