China's RE bubble will burst. You can replace the word China with BC and it resonates perfectly. Also our market seems to be linked to theirs now, so we should keep an eye on this:
http://www.charlierose.com/view/interview/10960
Long live the reflation trade!
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*Preface: Explaining our market timing models*
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2 days ago
Thanks for the link.
ReplyDeleteIt sounded really scary if the chinese RE bubble does blow up.