Personally I find your Armsotring posts absolutely fascinating. The China article doesnt comply woth a few others I've read over the last five years; there's supposed to be some kind of Eastern - Western trading cycle in place which (apparently) should swing back to the West around 2050, at the same time as the Chinese population hits the top of the curve. Also, I don't know whether it's still valid but I read a very interesting piece about the vaguries of the Chinese banking system which came out of the Mauldin fold around 2004-2005 I think. Anyway I enjoy reading somebody elses point of view, and especially someone who uses the Princeton economic cycles. Anyone who uses the Princeton cycles.

AP