You see, here is the irony.

When the conspiracy theory was promoted, he would call people ignorant: subprime is the US's mighty scheme to make China poor, while calling himself true patriot ("爱之深,痛之切").

Now if the conspiracy was true, then US gov really should let 2F go belly up so China's bonds got wiped out clean and foreign reserve goes into dump.
But it is not the case. So you, 21, now is called ignorant by saying the true nature of capitalism.

I guess all along, the little personal RE effects played a huge role in the opinion forming.
In the first case, he tried to show China is doomed. And holding US RE is smart. (yeah, patriotism).
In the second opinion forming, inflation is good to wipe out mortgage debts that in a deflationary scenario, would wipe himself clean.

So of course, opinion flipped. "Truth" in this type comments, goes when personal interests ruled.

Ho, ho, ho. This is not personal attack, this is all about integrety of opinion forming.