ES -- DX/CL -- isee -- cboe put/call -- specialist/public short ratio -- trinq -- trin -- aaii bull ratio -- abx -- cmbx -- cdx -- vxo p&f -- SPX volatility curve -- VIX:VXO skew -- commodity screen -- cot -- conference board

Tuesday, August 28, 2007


the china bubble chart

i've commented before on the massive credit-driven bubble taking place in chinese a shares. i've even wondered if it's time to short it before (since which time it has risen another 40%+). when it ends is anyone's guess, but this now looks a lot like the blowoff phase seen in the nasdaq in early 2000.

i'm just saying -- fxi is optionable. if the credit crunch proves to be a global deflationary force (and it should), buying out of the money puts beneath this thing is an idea to consider. it could collapse horrendously.

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