But we asked him via email if the proposed boycott of the Aussie iron ore majors (BHP and Rio) by the China Iron and Steel Association (CISA) was having effect on the smaller iron ore stocks he’s recommended. Incidentally, we wouldn’t expect the move to stick.
April 7th, 2010 | Dan Denning | 3 comments | ContinuedAll Posts Tagged With: "coking coal"
China’s Economy is the Greatest Bubble on Earth
But is there really going to be a round two? Well, if the first incorrect assumption was that Australia didn’t have a bad debt problem, the second assumption is probably even more dangerous. It’s more dangerous because it’s the single most unexamined assumption behind much of Australia’s economic prosperity. The assumption is that we’ll always have China.
March 18th, 2010 | Dan Denning | 30 comments | Continued
