Stephen Roach

rffrydr · Posted: Sun Apr 19, 2009 1:08 pm Post subject: Stephen Roach

It's been like pulling teeth but he's finally come around to my way of thinking...hope that means I'm wrong:

http://media.bloomberg.com/bb/avfile/News/Surveillance/vY8_BidfXejU.mp3

He makes reference to living on a plane. Looks like china is not yet the center of the world, stephen.

last year:

http://www.bloomberg.com/apps/data?pid=avimage&iid=ibph0C_2OWkc
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rffrydr · Posted: Tue Jun 15, 2010 10:44 am Post subject:

Yeah...that really would be the end. Alas, Jimmy is too set in his ways--to old to give on this one. It's his swansong trade: "follow the money." And china's come too far to just fold. So..... things will string out and, ultimately, there'll be some outlier, (Korea?...health) that provides badly needed cover story.

But the story is old: expats always return....and so do prodigal sons.
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diesel · Posted: Mon Jun 14, 2010 5:24 pm Post subject:

You think Rogers will abandon the China story and move back to the US? Timeframe?
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rffrydr · Posted: Mon Jun 14, 2010 3:01 pm Post subject:

....And back to where he belongs:

http://www.nytimes.com/2010/06/05/business/global/05morgan.html

Odds on when we Jim Rogers back too?

http://www.jimrogers.com/
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rffrydr · Posted: Fri Mar 19, 2010 8:03 am Post subject:

Roach vs. Krugman in the battle of the baseball bats. Is it any surprise that they are both now Party hacks?
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rffrydr · Posted: Tue Mar 09, 2010 8:01 am Post subject:

Roach knows on which side his bread is buttered....gets back on board:

http://ftalphaville.ft.com/blog/2010/03/09/168996/roach-pooh-pooh-to-chinese-bubbles/
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rffrydr · Posted: Tue Dec 22, 2009 8:02 am Post subject:

The Train Bubble:

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aFw2m.3un3dk

Infrastructure 95% of growth last three quarters. Bigger than any SWF investment, as predicted, china in investing in its future--real or imagined. The question now is timing. Olympics Idea

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rffrydr · Posted: Wed Jul 29, 2009 7:58 pm Post subject:

Now that it's (politically) safe to sell china's "steafast" economist does Confused

http://www.jdmuniverse.com/forums/honda-civic-crx-ef-1984-1991/27492-ecu-questions.html

We'll know when he moves his office back to the "mainland."
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Today is the Tomorrow you worried about Yesterday!