well, if they're making drops at every Wal-Mart, who's gonna be buying that garbage if not Americans? The premise that it's "a bet on China" presupposes that what's good for the American consumer (in liquidity, if not in judgment) is good for China. So it's really a bet on the consumer's liquidity, if the premise is correct.
I sort figured it was an asset play. Lots of real estate under all those tracks.
>>well, if they’re making drops at every Wal-Mart,
>>who’s gonna be buying that garbage if not Americans?
Greetings comrades; and welcome to the People’s mass distribution center. Please have your bread and toilet paper vouchers ready.
Hmmmm.