XJO 0.34% 7,796.0 s&p/asx 200

macro - where are we going ?

  1. 720 Posts.
    From a macro perspective just wondering others thoughts:

    For me:

    - Short Biased
    - China is buying resources based on getting away from USD based investments ..
    - I don't believe the Chinese Gov'ts #'s tell the whoole truth of their economy
    - The US is in deep trouble ... just check housing and debt
    - Australia will be in deep trouble - just check housing prices and debt
    - The consumer is KING and the US has had all the KINGS .. but what happens when they stop consuming ? After all, tax rates have to be raised sooner or later ..

    I could kepp going, but interested to hear others ...
 
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