I'm not so sure Van Eeden's wrong - but he may be early. I remember him selling all his stocks a couple of years before the crash. Is it possible that he is right, but 2 or 3 years early? If so, there would still be plenty of time for a full scale commodity/gold bubble.

What bothers me about all the bulls in the China shop is that the Shanghai Stock Exchange is still 50% below its peak in 07. Something isn't quite right.