CHINESE PLAYS

[EquityTrader]

Ni Hao. Starting in March we are going to look for a few short chinese plays. Once the US Dollar has hit rock bottom...still a ways off US will blow out the Chinese Yuan like they did the Japanese Yen in 1990's. US has for the last 25 years supported a 'weak' US dollar objective. Keeping a weak dollar objective gives the largest consumer in the world the chance to wreak havoc on its largest suppliers. Watch and learn...review US/Japan Dollar arrangements from 1990-1995. Japan still devastated.

One area to look at for growth is in US companies based on entering Chinese market WNRC is possibly one. We also love HOKU. However, window of opportunity is only 1-1.5 years for a US Company - soon after the Red Dragon will commit its own resources and copy.