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Dissecting the bull case for China

July 22, 2014

With all the news about Ukraine, Russia, the EU, and the Middle East I feel as though some other very important players in the global economic system have been ignored. One of the largest countries that we should always be watching is China. That is why I think this article by Cam Hui is a great summary of the bullish and bearish case for the Chinese economy and markets. While the post is too long to summarize his analysis the fact remains, China is not collapsing as many of the bears would like you to believe. There are signs of significant weakness but let’s face it, that’s every country right now.

Click here to read the full post.

Discussion
8 Comments
    Jul 22, 2014 22:24 PM

    FEEL BORING LUKE DISS !!!!!!!!https://www.youtube.com/watch?v=dUWByt813fA

    Jul 22, 2014 22:53 PM

    what about the 250% debt to GDP? “There are signs of significant weakness but let’s face it, that’s every country right now” If all 20 people are sick, pointing out “hey but who isn’t sick” doesn’t make any one healthy

    Jul 22, 2014 22:48 PM

    Bad day for KER groupies as they both no showed the reception at the Sprott conference. Oh well, we will press on & enjoy what Rich Rule & friends have to say in the next three days. Some really good people were at the reception………a good time was had by all.

      Jul 23, 2014 23:15 AM

      Hi Chris, I just dissected the bull case for retirement: the reality is not golf, fine wine, gorgeous brunette twin sisters, but rather beer, the old lady, the tv, and the computer.

        GOLF REPORT…………..DICK’S SPORTING…………LETTING GO OF 400 golf pros……,the retirees are not looking to good………boomers going bust.

          NEXT IS THE CABLE BILL……………..

            Jul 24, 2014 24:30 AM

            The deflationary economic death-star has already started to overwhelm the Central Banks game of madness. Once the illusionary inflationary beach-head of propaganda is broken and the masses finally realize that there is no-longer an economy to earn a living wage in, that will be the Waterloo moment.

            Civilized men and women of today will turn into raging, angry animals overnight as the grave conditions of a bankrupt reality sets in.

            At some point a catastrophic derivatives debt default will unleash unstoppable cascading distortions and open the dimension to the great debt unwind as governments stand in horror and awe of its relentless unstoppable power.

            No man, woman or child will be unscathed by its destructive forces.