Decoupling! Hahahaha… I have raged and raged about the lunacy of decoupling. The export economies of Japan and China are about to learn that you never ever put all your eggs in one basket. The market charges really really high tuition.The chart of Japanese exports is from the excellent post Don’t Mention Decoupling in Asia over at EconompicData.
My Related Rants:
The Other Bigger Shoe: The Rest of the World
Dollar Smile, Global Decoupling, Oil Super Spike and Yields
The Dollar Smile Theory, Overbought Euro
The Dollar Smile Theory
Oil and Global Decoupling Theory
Global Decoupling Theory, Correlation Contagion
The Global ‘Decoupling Theory’ is Garbage
Asia Tanks
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4 comments:
Hi Ben,
Off topic, but I just signed up with stockcharts.com and wanted to know how you got the up/down volume bars on your $NYA chart.
my problem is how do you play this...i cant short stocks. i traded fxp for about 10 months but now i dont trust it....i still like eev/eem but china/asia isnt really covered.
Great post. Long term, China will be the place to invest but you're right, they are about to learn how worthless our paper really is.
'high tuition?'
Fantastic...
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