Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (45422)	2/1/2004 5:08:38 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello DJ, <<Q: what's the name of the next bubble (hint: it begins with C)?>> Chad, Chile, Columbia ? … No? Ah, must be China :0) But DJ, bubbles are not a problem, as long as we know what to do before and during its passing Message 18226135 <<November 12th, 2002>> (BTW, do roadmaps get any more precise than this:0), and know well enough to exit before the screaming starts achamchen.com (I have 50% less stuff in China than I do in Russia), and have a secret plan to take advantage of the screaming Message 19753690 :0) China is trying to maneuver a soft-landing, and as the officialdom there have more buttons and levers to work with than Al the Spanky have, and that exogenous factors (infrastructural bottlenecks) are also conspiring to slow the engine, they stand a good chance of surviving the landing with no ill effect to the engine. Once landed softly, the officialdom will be working to rev the engine to work on the infrastructure bottlenecks, readying for an eventual takeoff within months left and right of August, 2005. THe stock market is of course a forward looking beast, and so one should be selling off right about now on China related shares, I think, and be ready to hold one's nose and buy sometime around this September/October, assuming DJIA/Nasdaq has shifted a bit from 'over bought' towards 'under-owned', else we will be facing a puzzle, namely can we afford to buy cheap China shares when the expensive US shares have still to correct. China ‘bubble’ is not a financial bubble, but a production/construction bubble, and it is a bubble that does little to damage private/corporate balance sheets. Chugs, Jay [EDIT: Key words = China Bubble ]