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

To: russwinter who wrote (109706)	3/10/2011 2:30:26 PM
From: GST	2 Recommendations Respond to of 110194

<The bulls are completely wired to this defunct China growth story> If it is indeed defunct -- and at this point I don't see enough to really be convincing that it is 'defunct'. I see plenty of problems -- but then I have seen plenty of problems for the past 30 years. Take real estate for example -- what percentage of real estate sales are for cash in the United States? China? As for local government, no question this is the achilles heel, but then you need to understand that 'local government' in China is different from 'local government' in the US. Will some 'local government' go broke in China -- yes, of course. Will it signal the end of China? Not likely. Lastly, on the issue of export rgowth -- it clearly looks like it is slowing -- and it is unlcear how quickly domestic growth is offsetting exports -- do you track that?