My take on the commodity supercycle and stock market zeitgeist...and the new era of precious metals, uranium (just bottoming, btw)and alternate energy. As I have said here since 2005 "Get ready for peak everything, the repricing of the planet and "black swan" markets all over the place".
13 June 2007
Shenzhen Confidential
Asia Sentinel - Shenzhen Confidential: "Hello, I'm Amy Jiang. On the surface, I could be a poster woman for the face of modern China. I am a mostly successful 20-something, savvy English-fluent woman with international business experience as a buyer and translator. But the truth is that I'm currently working for shady Russian businessmen posing as legitimate buyers in Shenzhen and Hong Kong. And while much of Shenzhen seems occupied with smuggling counterfeit handbags and shoes to the west, Sacha and Bogdan, as we will call them, are preoccupied with smuggling more serious stuff. Like buses, among other things."
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