It all makes sense but then I wonder about a few other overlooked details. China's economy is still projected to grow at 6%...not bad at all compared to the rest of the world...and that 6% is based massive successive increases over the last ten years. So, 6% on an increasing base is even better I guess. Also, with the price of oil down so much, it must be a tremendous plus factor for China...added to the much lower prices of most commodities. Then I think China is now the largest creditor on earth. Stealthily converting their $US into other stores of value/investments must be continuing at a very healthy rate. Pouring their dough into the thier own country should help. I just hope they don't consume large amount of Cocoa...and why didn't we see that coming. Buy Cocao futures son.

It's all very confusing. Weiss mentions the fact that Russia needs the price of oil to double. Don't look now but it sure is getting up a head of steam.

I wonder how much gold China is really buying up?