InvestorGeeks

There Is A Disconnect: I Am Very Concerned

by Christian

What concerns me and why I am ultra bearish with bull jacket is that there is a disconnect.  Disconnects is when you see one thing, and experience another. Let me illustrate some disconnects:

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Rural China left behind

by Alex

After having the opportunity to visit a rural farming community in China it made me realize many things about China’s impressive growth. It is not an efficient growth, but an inefficient one. We see skyscrapers and massive Olympic structures being constructed every month but this is only a small part of China. Outside the two great cities of Beijing and Shanghai some small communities with de-collectivized farms hardly have any paved roads, and some have none at all. While we see this huge growth in China now, I do not believe that this growth is sustainable. My main reasons are as follows:

1. No infrastructure between inner and coastal China exists. During my visit to a small village the people said…