tag:blogger.com,1999:blog-816559531110064247.post5414922383539177801..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: China the next shoe? or the final capitulation?Cam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-816559531110064247.post-55953234193340842382008-11-18T00:54:00.000-08:002008-11-18T00:54:00.000-08:00Cam, interesting post. I'd argue that overcapacity...Cam, interesting post. I'd argue that overcapacity is a normal part of a recession in an industrializing nation. Different types of economies display different symptoms of recession. The US and Europe are displaying typical symptoms of a service-based economy. <BR/><BR/>On another note, I just completed a study of US dollar and inflation spreads. It shows that US dollar will be in a bull market for years to come. Talk to you more about it next time.Henry Beehttps://www.blogger.com/profile/12176365362835822750noreply@blogger.com