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Strategies & Market Trends : The Residential Real Estate Crash Index
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To: orkrious who wrote (259839)7/10/2010 4:30:15 PM
From: patron_anejo_por_favorRead Replies (1) of 306849
 
His scenario on China is directly opposed to Chanos'....fascinating.

I've started legging in a bit on Brazillian stuff, mainly Petrobras. They'll benefit from global reflation, plus they'll benefit from the GOM oil production dropping and the exodus of rigs from the gulf (with lower day rates as a result). Win-win-win for them.....provided we don't fall into the tank globally.
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