the risk is depending on Chindia to maintian the commodity complex, the chinese stock market has fallen off a cliff so no doubt the Chinese have very effeciently overbuilt property. consumer factories etc. , their economies could go into a dive for 10years like Japan in the 90's or like the US in the 30's

I was listening to FSN this weekend and I hear where JP is coming from, but just because a billion chinese want a western lifestyles it doesn't mean it will happen. There is a golbal contraction of credit and that will hit China just as hard as elsewehre.

on the upside look at gold today, oil down gold up, more of this please.