Mohacsy's Safe Portfolio Member Forum

[santafe2]

Thank you, Gus. That's a good read. The one thing not discussed here is the possibility that China will not continue to grow at the current pace because that growth curve is built on the willingness, and ability, of American consumers to continue to over consume. While the report of American consumption's death has been exaggerated, it is likely to come about in some form as interest rates move up and the US$ falls. As I said to Court earlier, oil is not my primary concern. We've got bigger problems and what's sad, is almost no one recognizes it. Do you think any of those Chinese leaders are making our boys and girls wonder if they should have a 100 year plan...nah!