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To: Earlie who wrote (66211)7/15/2009 12:25:30 AM
From: tyc:>  Read Replies (1) | Respond to of 78409
 
Your posting has too much substance to ignore. I feel obliged to reply although I have little knowledge of what you speak.

If you can't be sure, there must be uncertainty. "China's business model is flawed", you say. Do you aim to profit from the flaw or is your interest just political interest ?

Why the focus on China's shortcomings and its flaws ? It is only one of the countries that used to be called "emerging" but are now the nouveau riches, the new creditor nations. The problems they have are nothing to the problems we debtors have.

If I, and this thread, has a focus it is metal prices... Tom would say precious metal prices.... and market prices of stocks.

In these areas of legitimate (on-topic) focus, there is much uncertainty. The uncertainty that is "the future" is reflected in market prices causing volatility of price... risk which one can choose to game, either betting on the movement up or movement down. That is my focus. I welcome uncertainty and look for ways to profit from it, taking risks, making decisions.

Yet strangely so many of the postings on SI investment threads do just the opposite. It is my postings that are off-beat, not yours.



To: Earlie who wrote (66211)7/15/2009 1:20:50 AM
From: Gib Bogle  Read Replies (1) | Respond to of 78409
 
Damnit, Earlie, that's how I see it too. If we are right, is deflation in our future?



To: Earlie who wrote (66211)9/12/2009 12:56:47 PM
From: AreWeThereYet  Respond to of 78409
 
It has been two months I read about your comment about China. Here are some of what I gathered so far (source from Hong Kong and China).

1. There is no unemployment issue observed. Believe or not, this is a truth. It seems Central government is no longer supporting the smaller manufacturers and factories along the coast(actually has been like that for a few years). Workers got laid off are either going back to their home provinces or go to midwest or Shanghai, lots of opportunities there.

2. More than 70% of economic growth in H1 is coming from infrastructure construction, as export dropped significantly.

3. I tried many times to confirm if China is running a deficit or not, but no luck. However, who is lending money to China when China has the biggest USD reserve? And the Yuan is artificially kept undervalued.