[Bubblesitter]

Arraya,
I’ve been following the Chinese acquisitions of commodity producers. The Rio tinto debacle was interesting one. I agree there is a concerted china govt policy to lock up and secure commodity supply.

We’ll be seeing more and more Chinese cars in the US in coming years. Alot of components already being made there. Volvo is now Chinese owned. Huge amount of production already going on. Interesting player in emerging electic/hybrid market will BYD, huge producer of batteries, primarily for cell phones. Now taking that knowhow and applying it to car batteries. They have the scale to drive down prices to make electic vehicles feasible. Buffet is big investor. I’mI scoping some targeted investments in that area. Chinese love cars.

Smartest thing the Chinese government can do is to mandate that 20% of cars in China be electic or be hybrid. They could jumpstart a domestic clean car industry, leapfrog the west, and help clean up their pathetically polluted cities. My prediction is you will see inexpensive, good Chinese made all electric and hybrid cars in 7 years, earlier with with China owned (originally western brands, e.g Volvo)

Bubblesitter

[Bubblesitter]

Arraya,
I’ve been following the Chinese acquisitions of commodity producers. The Rio tinto debacle was interesting one. I agree there is a concerted china govt policy to lock up and secure commodity supply.

We’ll be seeing more and more Chinese cars in the US in coming years. Alot of components already being made there. Volvo is now Chinese owned. Huge amount of production already going on. Interesting player in emerging electic/hybrid market will BYD, huge producer of batteries, primarily for cell phones. Now taking that knowhow and applying it to car batteries. They have the scale to drive down prices to make electic vehicles feasible. Buffet is big investor. I’mI scoping some targeted investments in that area. Chinese love cars.

Smartest thing the Chinese government can do is to mandate that 20% of cars in China be electic or be hybrid. They could jumpstart a domestic clean car industry, leapfrog the west, and help clean up their pathetically polluted cities. My prediction is you will see inexpensive, good Chinese made all electric and hybrid cars in 7 years, earlier with with China owned (originally western brands, e.g Volvo)

Bubblesitter

[Bubblesitter]

Arraya,
I’ve been following the Chinese acquisitions of commodity producers. The Rio tinto debacle was interesting one. I agree there is a concerted china govt policy to lock up and secure commodity supply.

We’ll be seeing more and more Chinese cars in the US in coming years. Alot of components already being made there. Volvo is now Chinese owned. Huge amount of production already going on. Interesting player in emerging electic/hybrid market will BYD, huge producer of batteries, primarily for cell phones. Now taking that knowhow and applying it to car batteries. They have the scale to drive down prices to make electic vehicles feasible. Buffet is big investor. I’mI scoping some targeted investments in that area. Chinese love cars.

Smartest thing the Chinese government can do is to mandate that 20% of cars in China be electic or be hybrid. They could jumpstart a domestic clean car industry, leapfrog the west, and help clean up their pathetically polluted cities. My prediction is you will see inexpensive, good Chinese made all electric and hybrid cars in 7 years, earlier with with China owned (originally western brands, e.g Volvo)

Bubblesitter

[Bubblesitter]

Arraya,
I’ve been following the Chinese acquisitions of commodity producers. The Rio tinto debacle was interesting one. I agree there is a concerted china govt policy to lock up and secure commodity supply.

We’ll be seeing more and more Chinese cars in the US in coming years. Alot of components already being made there. Volvo is now Chinese owned. Huge amount of production already going on. Interesting player in emerging electic/hybrid market will BYD, huge producer of batteries, primarily for cell phones. Now taking that knowhow and applying it to car batteries. They have the scale to drive down prices to make electic vehicles feasible. Buffet is big investor. I’mI scoping some targeted investments in that area. Chinese love cars.

Smartest thing the Chinese government can do is to mandate that 20% of cars in China be electic or be hybrid. They could jumpstart a domestic clean car industry, leapfrog the west, and help clean up their pathetically polluted cities. My prediction is you will see inexpensive, good Chinese made all electric and hybrid cars in 7 years, earlier with with China owned (originally western brands, e.g Volvo)

Bubblesitter

[Bubblesitter]

Arraya,
I’ve been following the Chinese acquisitions of commodity producers. The Rio tinto debacle was interesting one. I agree there is a concerted china govt policy to lock up and secure commodity supply.

We’ll be seeing more and more Chinese cars in the US in coming years. Alot of components already being made there. Volvo is now Chinese owned. Huge amount of production already going on. Interesting player in emerging electic/hybrid market will BYD, huge producer of batteries, primarily for cell phones. Now taking that knowhow and applying it to car batteries. They have the scale to drive down prices to make electic vehicles feasible. Buffet is big investor. I’mI scoping some targeted investments in that area. Chinese love cars.

Smartest thing the Chinese government can do is to mandate that 20% of cars in China be electic or be hybrid. They could jumpstart a domestic clean car industry, leapfrog the west, and help clean up their pathetically polluted cities. My prediction is you will see inexpensive, good Chinese made all electric and hybrid cars in 7 years, earlier with with China owned (originally western brands, e.g Volvo)

Bubblesitter

[Bubblesitter]

China sold more cars last year than the US. It just surpassed Japan as the second largest economy. After dozens of trips out to China starting nearly 15 years ago, I’m still amazed by China’s growth and very rapid change. 15 years ago vast streams of bicycles on the roads ….now huge traffic jams on jiangoumin avenue (wide 15 or so lane road in front of Tiannamen square, same road where man stood in front of tank). More Audis, BMWs, Shanghai GM Buicks you can shake a stick at. Btw, GM sold more cars in China last year than they did in the States. China still has 600 million dirt poor peasants, all want to be like western consumers.
These are some reasons I’m betting on longer term inflation, especially in energy oil and other commodities. It will be interesting ride for China, they are currently going thru ttheir own property bubble. Shanghai now more expensive than NYC. Wonder what impact of property crash will be, if it occurs.

Bubblesitter

[Bubblesitter]

China sold more cars last year than the US. It just surpassed Japan as the second largest economy. After dozens of trips out to China starting nearly 15 years ago, I’m still amazed by China’s growth and very rapid change. 15 years ago vast streams of bicycles on the roads ….now huge traffic jams on jiangoumin avenue (wide 15 or so lane road in front of Tiannamen square, same road where man stood in front of tank). More Audis, BMWs, Shanghai GM Buicks you can shake a stick at. Btw, GM sold more cars in China last year than they did in the States. China still has 600 million dirt poor peasants, all want to be like western consumers.
These are some reasons I’m betting on longer term inflation, especially in energy oil and other commodities. It will be interesting ride for China, they are currently going thru ttheir own property bubble. Shanghai now more expensive than NYC. Wonder what impact of property crash will be, if it occurs.

Bubblesitter

[Bubblesitter]

China sold more cars last year than the US. It just surpassed Japan as the second largest economy. After dozens of trips out to China starting nearly 15 years ago, I’m still amazed by China’s growth and very rapid change. 15 years ago vast streams of bicycles on the roads ….now huge traffic jams on jiangoumin avenue (wide 15 or so lane road in front of Tiannamen square, same road where man stood in front of tank). More Audis, BMWs, Shanghai GM Buicks you can shake a stick at. Btw, GM sold more cars in China last year than they did in the States. China still has 600 million dirt poor peasants, all want to be like western consumers.
These are some reasons I’m betting on longer term inflation, especially in energy oil and other commodities. It will be interesting ride for China, they are currently going thru ttheir own property bubble. Shanghai now more expensive than NYC. Wonder what impact of property crash will be, if it occurs.

Bubblesitter

[Bubblesitter]

China sold more cars last year than the US. It just surpassed Japan as the second largest economy. After dozens of trips out to China starting nearly 15 years ago, I’m still amazed by China’s growth and very rapid change. 15 years ago vast streams of bicycles on the roads ….now huge traffic jams on jiangoumin avenue (wide 15 or so lane road in front of Tiannamen square, same road where man stood in front of tank). More Audis, BMWs, Shanghai GM Buicks you can shake a stick at. Btw, GM sold more cars in China last year than they did in the States. China still has 600 million dirt poor peasants, all want to be like western consumers.
These are some reasons I’m betting on longer term inflation, especially in energy oil and other commodities. It will be interesting ride for China, they are currently going thru ttheir own property bubble. Shanghai now more expensive than NYC. Wonder what impact of property crash will be, if it occurs.

Bubblesitter

[Bubblesitter]

China sold more cars last year than the US. It just surpassed Japan as the second largest economy. After dozens of trips out to China starting nearly 15 years ago, I’m still amazed by China’s growth and very rapid change. 15 years ago vast streams of bicycles on the roads ….now huge traffic jams on jiangoumin avenue (wide 15 or so lane road in front of Tiannamen square, same road where man stood in front of tank). More Audis, BMWs, Shanghai GM Buicks you can shake a stick at. Btw, GM sold more cars in China last year than they did in the States. China still has 600 million dirt poor peasants, all want to be like western consumers.
These are some reasons I’m betting on longer term inflation, especially in energy oil and other commodities. It will be interesting ride for China, they are currently going thru ttheir own property bubble. Shanghai now more expensive than NYC. Wonder what impact of property crash will be, if it occurs.

Bubblesitter

[Bubblesitter]

Here’s the link to the wash post article. One of the more fascinating reads.

http://projects.washingtonpost.com/top-secret-america/

[Bubblesitter]

Here’s the link to the wash post article. One of the more fascinating reads.

http://projects.washingtonpost.com/top-secret-america/

[Bubblesitter]

Here’s the link to the wash post article. One of the more fascinating reads.

http://projects.washingtonpost.com/top-secret-america/

[Bubblesitter]

Here’s the link to the wash post article. One of the more fascinating reads.

http://projects.washingtonpost.com/top-secret-america/

[Bubblesitter]

Here’s the link to the wash post article. One of the more fascinating reads.

http://projects.washingtonpost.com/top-secret-america/

[Author]

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