LEAP on China has leaped; still holding for 1600 on $ssec. As noted by others, China is in recession and falling. Commodities in general (oil also) are saying global slow down.
The overall market is changing tone. Suspect the vector is now down, and US$ up. PM now a good short, But silver over golden cross. The equities will find it hard to move up.
Watch bonds, they saying that the disinflaton is not over? Housing maybe an exception for a while.
Best, Islander.
China Short
Started by
Islander
, Sep 20 2012 09:18 AM
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