" If you don't like what I write then put me on ignore just like some gold bulls who don't want to read what I write"
My ignore list has all the usual suspects, but unless you forget your medication (insert smilie here) you're fine. I do however disagree with your dismissal of China.
My reading is that they are almost chaotically inefficient with respect to infrastructure. In spite of this they can produce goods with costs that are unbelievably low. If resource prices rise their advantage is not lost..... everyone pays the going rate. What will happen is that they will improve their infrastructure at massive cost which may still be largely externally funded by their trade surplus. This expendature will continue to increase the number of "well" paid consumers. This virtuous circle will ensure the continued use of resources.
A slowdown from 9% growth to 5% will not necessarily bring supply/demand into equilibrium. To be simplistic: Sell financials and buy resources!
