Tagged: China

China…Case Study…SUPPLY

At the beginning of last year, China looked like a top. When it broke, The Chairman and I were all over it. It proceeded to more than double off the March lows. The good news is I was not short and I killed it on Baidu . My opinion did not stand in the way …

Today's Asia Bloodbath was a Given…

It’s a mess in Asia tonight . China continues to boom in a ridiculous fashion. Check these numbers out . If they revalue, they won’t yet, the dollar would lose a nickel and we would crash. That would be interesting but frightening. Should be a fun day tomorrow. My favorite companies are noweher near where …

Comparing China, Housing and Nasdaq Bubbles

Awesome chart here comparing all the big past bubbles and a frame of reference for where China is possibly in their bubble cycle. Seeing that they have many more billions of people, maybe their bubble is just getting started. That would be insanely fun for a while. It is mucho volatile this morning in the …