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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Elroy Jetson who wrote (53939)	2/15/2006 5:13:45 PM
From: GST	Respond to of 110194

China -- centrally planned? LOL.

To: Elroy Jetson who wrote (53939)	2/16/2006 12:56:19 AM
From: John Vosilla	Respond to of 110194

"I fear you are too caught up in the hysteria of the true believers in China's centrally planned economy." A misallocation of capital just like all the shrines to US prosperity and global domination that were built in Manhattan on or around 1929.. Other than China's near term invincibility I agree with everything GST says. China is a play going out 30-50 years. Big collapse coming first and that plays into much higher long rates in the US that all three of us would probably agree is coming..