General Trading Ideas

These are not necessarily trading ideas, but rather ideas collected from reading, that can be used to develop/underlie/support/back/JUSTIFY a particular trade.

Vinod Dar wrote: China's future choices are to:

• continue on it's current path - buy U.S. debt to support the U.S. consumer, thus continue to promote Chinese exporters.
• Concentrate on Chinese infrastructure, developing domestic consumption, military - naval build up.
• Develop long term natural resource/energy projects internationally.

Dar sees the 2nd two bullets as the most likely.
Trade: Short U.S. bonds, long Chinese infrastructure stocks, long natural resources needed by China.