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What Financial Stories Aren't Being Told?

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I decided I would review my last month of posts to look for out-of-consensus ideas, and I came up with these:
  • China is overstimulating businesses through loans and they are buying up commodities that they don’t need now, leading to a possible correction in commodity prices.
  • Western European banks are in trouble because of loans to Eastern European nations denominated in Euros.  With the rise in the Euro, defaults are likely.
  • Water shortages in China and India.
  • Most entities that the US Government has bailed out will have stocks that are zero eventually — GM, Chrysler, AIG, and maybe Fannie Mae and Freddie Mac. 
See the rest at The Aleph Blog.
SOURCE:   The Aleph Blog