Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Limtex, there is an old economic principle you forget. Yes, China is growing rapidly, but the nature of the beast is that when an economy grows extremely rapidly, capital mis-allocation is almost unavoidable, as a result, every few years, there is a period of retrenchment when that mis-allocated capital is sent to money heaven. I would not be surprised to see such a period in the next two to 4 years.