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DewDiligence

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DewDiligence

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Re: BTH post# 120979

Saturday, 06/04/2011 12:34:36 AM

Saturday, June 04, 2011 12:34:36 AM

Post# of 257253
I’m bullish on the global economy and am partial to stocks that are beneficiaries of The Global Demographic Tailwind. I’ve read the dire warnings about China from such luminaries as Jim Chanos, but they do not ring true, IMO. Rather, I’m inclined to agree with the viewpoint expressed by VALE’s head of operations in #msg-62944881.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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