I have not mentioned much about China lately. But I should be. You have to watch this 12 minute clip on China's real estate bubble. Absolutely unbelievable!
I think the US and Europe are just noise. The real problem is China. If China were to slow down big time or even crash, commodities would get absolutely swipeswiped. And this is at a time when commodites are softening. I will be posting some commodity charts later today.
that's crazy. If china bubble bursts, it would send shock waves through the world. Canadian and Australian real estate will be effected the most as both are exporting resources to China.
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