China - The Mother of All Black Swans

Courtesy of Vitaliy N. Katsenelson : [scribd id=26781802 key=key-2028fqt06s54jqzefsqi] Have I mentioned I like TBT lately?  I also like Vitaliy, who sends me tons of good stuff so I’m making up for not posting him more often by catching up a little: Vitaliy was also recently  interviewed on Yahoo’s tech ticker here .  Yesterday he was on CNBC with Maria mispronouncing his name  - discussing our range-bound outlook. Here’s Yahoo giving him more time on the same subject .  Welcome to Another Lost Decade Q&A on Range-Bound Market with the FT More on this topic (What's this?) The Number One Reason Why Google Failed In China… And It’s A Big One (Investment U, 1/28/10) On China’s Overinvestment (naked capitalism, 1/27/10) CHANOS: THE CHINA BUBBLE IS ABOUT TO BURST (THE PRAGMATIC CAPITALIST, 1/25/10) Read more on Investing in China , Yahoo! , ProShares UltraShort 20+ Year Treasury at Wikinvest