Thursday 4 August 2011

Dragon children of China.

Now, why would you 'downgrade' US debt if you're holding $1.2 trillion's worth already? A 'prudent' investor would talk his book, surely? Isn't that what we've always done?

If you're Russian why would you 'downgrade' US debt if the short-term reaction is negative for the price of oil? Why too, if you are Russian, would you be buying more US fixed-assets than at any other time in living memory if the 'downgrade' results in a weakening of the US dollar?

If you're the good-sumaritan you say you are, why would you not assist Italy who had asked for help directly? If Italy goes then Europe falls.... You promised! I'm confused?

It's said that if you are a child of the Dragon, then going after what you want would be second nature to you. You might even destabilise the dollar, shake global markets, end the commodity 'super-cycle', weaken international bargaining power and buy more at severely reduced prices.








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