It is always pleasure to read Xie's thoughts. I think his idea is somewhat independent thinking (or we can call in theory) not always fit in the reality. There are several things he may need to consider in term of the investment (or speculation).1. The American government is quite stubborn now to commit rescuing its financial system. So I do not think the Great Depression will happen again.
2. There is no any other economy entity that can replace the US so far. That is why pretty much the US can do whatever it wants to protect its economy.
3. Speculation sometimes (or I should say most times) overshadow the reality
-qkang98(john);
2008-9-12{380}(#45347@43)