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Message: Re: Has Zapata lost the plot?

Dec 07, 2008 12:58AM

Dec 07, 2008 01:11AM

Dec 07, 2008 02:19AM

good question , I think many may have overestimated Chinese demand , I cant help but think that they will go though the US experience of the 1930's. By "Austrian" standards there was massive mal investments, throw in a weakening global economy and I would conclude for now that they will be in a slump for years.

I'm not sure about 25$ oil , I'd be tempted to long oil here if 40$ holds

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