I don't subscribe to the current decoupling theory. The U.S. is...

I don't subscribe to the current decoupling theory. The U.S. is just too dominant in the global market.


Not to mention that everything is denominated in U.S. dollars. It's the reserve currency and further moves by the FED to stave off a collapse will just devalue the U.S.D further. China will be affected, its inflation will soar, due to internal wages growth, as well as input costs such as higher price of oil.

So inevitably all of China's customers will see a continuing increase in the price of goods. Inflation is here to stay for a long time. China won't be demanding so much raw materials at the end of this year.

There will be winners. I'm with Yellowcake long term. Go the AG stocks. and go the pharmaceuticals. But only after a good sell off and a bottom established.