http://jubakpicks.com/2009/10/15/china-pumps-up-the-bubble-making-machinery-again/ Sun, 12 Feb 2012 04:57:42 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://jubakpicks.com/2009/10/15/china-pumps-up-the-bubble-making-machinery-again/comment-page-1/#comment-1392 t2much Sat, 17 Oct 2009 06:41:20 +0000 http://jubakpicks.com/?p=1656#comment-1392 might it make sense to invest in some chinese REITs or servicers, like EJ? might it make sense to invest in some chinese REITs or servicers, like EJ?

]]> http://jubakpicks.com/2009/10/15/china-pumps-up-the-bubble-making-machinery-again/comment-page-1/#comment-1363 Beabaggage Fri, 16 Oct 2009 13:24:54 +0000 http://jubakpicks.com/?p=1656#comment-1363 same thing has happened in Brazil which you are touting, interest rates will need to rise all over the world at the worst possible time, economies coming out of recessions, to stamp out inflation, deflating the china bubble too. when you read that chinese farmers are storing copper bars on their landas a speculation, you know there is too much money around. short all these bubbles and that is the way to play it, stay in mostly cash and interest rates will help you beat the falling dollar and inflation eventually, in the short term play oil and gold and CN/AUS for safer bets and to hedge. same thing has happened in Brazil which you are touting, interest rates will need to rise all over the world at the worst possible time, economies coming out of recessions, to stamp out inflation, deflating the china bubble too. when you read that chinese farmers are storing copper bars on their landas a speculation, you know there is too much money around.
short all these bubbles and that is the way to play it, stay in mostly cash and interest rates will help you beat the falling dollar and inflation eventually, in the short term play oil and gold and CN/AUS for safer bets and to hedge.

]]> http://jubakpicks.com/2009/10/15/china-pumps-up-the-bubble-making-machinery-again/comment-page-1/#comment-1338 g Thu, 15 Oct 2009 17:52:26 +0000 http://jubakpicks.com/?p=1656#comment-1338 Is it possible that the money supply is an expression of the wealth that has been created? If that is not the case, I do not think the Chinese central bank could pump so much money for so long without causing serious inflation. Is it possible that the money supply is an expression of the wealth that has been created?
If that is not the case, I do not think the Chinese central bank could pump so much money for so long without causing serious inflation.

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