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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (70998)	2/12/2011 8:40:03 PM
From: TobagoJack	1 Recommendation Respond to of 218621

china holds 1 tril of usd - the other 2 tril are in other monies as the 1 tril tanks, the other 2 tril are presumably rising even as all trils tank relative to gold but china is also spending out of the trils so call the sums working capital china hold less t-bills than the fed there is no leverage in the system at the little guys level (i.e. the most vulnerable level) and his real income as well as disposable income is rising, savings continue to ramp, and large companies are flush with cash, and little companies had never been able to borrow much what borrowing there are are mostly for investment in hard infrastructure, not in itself a bad thing, especially when for power, roads, rails, mines, harbors, and cities that are congested chinese stock market can go to zero and would be only a hiccup given the number of people not invested in it and the number at very low allocations there is not an "equity culture" in china bond market is just a money moving function derivatives are not at all a common paper unsure what all the fuss is about await to learn by experience i am invested in china only in "time" and some shares of shenhua energy (coal), and am in hong kong real estate and hkd cash - do not expect my china position to be potentially fatal i do consider my gold and fcx and other mining investments to be 'china' investments :0) cheers, j