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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