my retirement funds are energy heavy (oil and nuclear). performence are even better then my trading accounts, unbelievable.
Weather China bubble bust or not, I do not know. two much money has and are inflowing into China. If the bubble busted, the consequences will be severe. However, when and how, in six months or two years, busted or soft landing, nobody knows until everybody show their cards. US certainly has the best cards at the river right know.
I beilieve the final checkmates is QEn Money and 180+ oil (including coal, nuclear, and the mineral price, all metal need electricity/energy).
