- As if one needs more anecdotal evidence of the bullishness out there investment advisers polled by Schwab are very bulish (Reuters)
- David Tepper is already up 10% for the year and turning more cautious (Business Insider)
- If the Chinese are serious about taming inflation they have to buy less dollars. That is bad for the US dollar which has recently depreciated 4% versus the remninbi. They are talking the talk (Bloomberg)
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3 comments:
I think if Chinese economy tanks, so will the s&p and dow. there are 27,000 mcdonalds in china vs. 15000 in usa. there's a big consumer bubble in there. busts don't differentiate races and the s&p has been driven by international revenues.
GM sells more cars in china now than in the US. More planes too. The chinese consumer bubble will lead us down eventuallly
US media and blogs are western-centric. They have no idea about what you just wrote. But it is very true. The day the market just collapses they will be talking about this
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