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 : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: RealMuLan who wrote (15095)	11/8/2004 1:21:05 AM
From: TH	Read Replies (1) \| Respond to of 116555

Yiwu, You are on a posting frenzy! How am I supposed to live my life with all this information? I must read it, because it's there -g- Had dinner tonight with a biz development manager for Ford's China operations. He make 2 week trips to China about every 6 weeks. Many good tidbits of information, but this is what struck me the most. We were discussing if China was really going to slow. He said he has his own metric called the "crane count". He told me that he can stand in his hotel and count 200 (I could not believe this number) cranes working on high rise buildings. He said when he sees the number of cranes decreasing he will start to give some consideration to the story that China is slowing down. So far he does not see it. Good Trading TH