InvestorCP

Time to Buy China, Copper, the Canadian Dollar and Oil

The Canadian dollar is linked to oil and commodities (metals mostly); it will go up and down in conjunction with them. I used to be big on China until I read "The World is Curved", and it changed my perspective completely. They are the next crash waiting to happen, demographic shift that is almost as severe as Japan's, gobbling dollar based assets to support their currency peg, finacial policies based on keeping the communists in power. The China story will unravel without a transition to democracy - let's just hope it waits a few years. The oil and metal hard assets are being gobbled up by China, if they implode, the commodities and Canadian dollar go with it.