April 18, 2011
Dragons Melting

Speaking of China, another economist is convinced the country is an enormous bubble set to burst "after 2013." The half-dozen or so articles I've read about gigantic ghost towns of unsold housing convinced me the dragon will not run rampant much longer. I've made sure to pick investments with low exposure to China precisely because of this. The real problem is that when China experiences social chaos, people die. Lots of people.

Posted by scott at April 18, 2011 07:01 AM

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