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  • Equity Market Bears, Take Careful Note of the Chinese Stock Market [View article]
    Well, Goldman, and UBS have just raised Chinese GDP estimates for both 2009 and 2010, (9.6% and 11.3%). It may be hard to understand a continuing building wedge if your context is dominated by the S & P and DOW where the US GDP finally found a positive quarter. The Chinese story is 1.3 billion people discovering the joys of consumerism and a government rotating it's managed economic goals from high export/cheap labor to domestic consumption. Combined with enormorous savings behavior, and a legitimate urban middle class larger than the entire population of the United States and you may begin to get what these charts are telling you.
    Nov 07 08:35 am |Rating: +4 0 |Link to Comment
  • Tuesday Outlook: Commodities, Emerging Markets [View article]
    Ok, for the last time, comparative moral indignation to personal criteria is not applicable. It's like saying, I installed a sprinkler system but my neighbor didn't so let his house burn. Unfortunately you live in a condo.
    Feb 10 08:56 am |Rating: +4 -1 |Link to Comment
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