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

To: Elroy Jetson who wrote (117643)	3/29/2016 7:32:32 PM
From: John Pitera	Respond to of 217589

Hi Elroy, Yes china is massively overbuilt. check out this missive I posted Message 30394807 David Stockman has really been studying China very seriously as has Kyle Bass Message 30451695 Message 30466469 China's Forex reserves fall to a 3 year low Message 30445259 from today's NY Times online: Anonymous call for Xi to Quit Rattles party leaders in China..... nytimes.com Janet Yellen's speech was very dovish and supportive of further advances in equity prices..... as the yield curve continues to flatten out. Talk about cross currents. Very interesting times. John John