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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (259839)	7/10/2010 4:30:15 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 306849

His scenario on China is directly opposed to Chanos'....fascinating. I've started legging in a bit on Brazillian stuff, mainly Petrobras. They'll benefit from global reflation, plus they'll benefit from the GOM oil production dropping and the exodus of rigs from the gulf (with lower day rates as a result). Win-win-win for them.....provided we don't fall into the tank globally.

To: orkrious who wrote (259839)	7/10/2010 5:29:13 PM
From: TH	Respond to of 306849

ork, Yea, Doug Kass looks like a genius right now. So now Noland too. But, I'm not a big Noland or Cass fan. RR is not so great on the short term stuff, but of course I believe his long term stuff is spot on. Decisions. GT TH

To: orkrious who wrote (259839)	7/10/2010 6:45:29 PM
From: posthumousone	Read Replies (2) \| Respond to of 306849

i scanned the article and didnt see semi bullish......

To: orkrious who wrote (259839)	7/11/2010 5:17:54 PM
From: carranza2	Read Replies (4) \| Respond to of 306849

Anyone who is semi-bullish needs to read the latest from Hussman; it makes a lot of sense. hussmanfunds.com