Saturday, November 8, 2008

China's impending crash is still a big secret.

The fact that China will have a hard landing in 2009 rather than a soft one is still unknown to essentially every major economist and business journalist. For some reason, they can't seem to put collapsing commodities + the end of their customer base (America) together and calculate a severe recession in China. Frustrating? Yes, but also a selling opportunity. There is still a lot of money to be made by shorting emerging markets today and watching everything catch people by surprise over and over again for the next 14 months.

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