(1) After Dubai it seems to me that we will see some more sovereign default ! After all, if they can do it why can;t we (others)!! Right !! \
(2) Well - if the USD goes down - for the short term it will hurt the Aussie mkt. But I am not sure, b/c many of our cpy's have overseas op's ... our country sux nowdays b/c it is super difficult FOREX wise !!! JPN ! Well easy right !!
In the end - it is a cliche but - WILL CHINA CON'T GROWTH - my bet - they will be hammmered - but I have it wrong up until now so my opinion has little effect ! BUT I am hanging on to my shorts like a Wobbegong - my favourite now FMG - why - if the mkt's pump well I am stuffed - but the way I see it - they are soooo soooo full of borrowed $$$ it scares me ! Like soooo much of the wholoe world !!!!
(1) After Dubai it seems to me that we will see some more...
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