weldona

How Chinese Economic Growth Benefits Japan and Brazil

Good article.
Another reason Brazil will have stronger growth prospects is because of the increase it will see in investment if its credit rating is increased to investment grade from BB+. Bank officials in the country expect the upgrade by mid-year.

Shorting Coal on Extraordinary Short-Term Demand

I tend to agree with you over the recent extraordinary circumstances in China and Australia causing a short term bubble in coal prices. However, from a long term perspective global energy consumption is expected to grow. Because coal is so essential in the production of energies like electricity a lot of these multiples for companies like CNX are at least in part a reflection ofT long term growth prospects.