February 12, 2010 | Posted by

China – The Mother of All Black Swans

Chinese economy – it has tremendous overcapacity in the commercial and residential real estate and industrial sectors as you see from this presentation:

China – The Mother of All Black Swans – By Vitaliy Katsenelson
<

Bookmark and Share

Short URL: http://ContrarianEdge.com/?p=2056

  • http://tr8dr.wordpress.com/2010/02/18/chinese-bubble/ Chinese Bubble « Tr8dr

    [...] Comments Just a quick note.  Wanted to point to this presentation on the Chinese bubble: “China the Mother of All Black Swans“.   His conclusions on commodity prices and interest rates are right on the mark, [...]

  • josephjiang

    Thanks

  • payalmukesh

    Brattleboro Vermont Real Estate :Berkley & Veller real estate offices are located in Southern Vermont in Brattleboro and the Mount Snow ski area and in Walpole, New Hampshire. For 45 years, Berkley & Veller Greenwood Country Realtors has been the area's leading independent full service real estate company serving Windham County in Southern Vermont and Cheshire County in Southern New Hampshire.

  • http://www.suzy.nu/ Suzy Lounge Bar

    This is very informative, hope you continue posting such great articles like this.

  • http://www.facebook.com/profile.php?id=508856461 Nick Jackson

    Wow! good Analysis.

Recently Commented

  • Jonathan Deng: One more little data to add to the China bear picture is car sales. According to data provided by GM,...
  • Jonathan Deng: To answer the question the first gentleman asked regarding warning signs, I think the warning sign has...
  • Anonymous: SOUNDS TO ME LIKE IT’S TIME TO CASH IN THE PFIZER STOCK.
  • Anonymous: Facebook and Google are very similar and will likely have a very similar cost structure.  This is why...
  • Leigh Drogen: While I tend to agree with the sentiment that the relative multiples of Facebook and Google are...

Recently Added