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Strategies & Market Trends : John Pitera's Market Laboratory
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To: John Pitera who wrote (17300)10/29/2015 12:40:23 PM
From: The Ox1 Recommendation

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John Pitera

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WOW! Time to hide in the bunker....the Chinese sky is falling!!

I have a few other takes on this but don't have the time to put them in detail. One of the main themes is that the commodity deflation we've seen is exactly what China needs to stabilize. By buying anything and everything under the sun for the past decade, they initially fueled higher prices in oil, minerals and most commodities but now that they've created oversupply, they'll reap the benefit of lower costs going forward.

There's no question that the Chinese have also created huge dislocations of assets. Cement and iron/steel are only a couple of areas where they'll have trouble.
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