China Economic Growth to Continue

Came across something useful to readers:

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But after a recent visit to China, I remain staunchly optimistic that it will continue to be the world’s greatest machine for economic expansion. While developed countries bump along with little growth, China’s gross domestic product is expected to increase by 9.2 percent in 2011 and an equally astonishing 8.5 percent next year.
The country pulses with energy and success, a caldron of economic ambition larded with understandable self-confidence.

source:  http://www.nytimes.com/2011/12/03/opinion/will-china-stumble-dont-bet-on-it.html?_r=2

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The Goombarh has come back from a quick trip to the Orient, last week also and I have similar feelings about China.

Fisher and the Goombarh Bullish

Ken Fisher is a noted billionaire and financial advisor for the wealthy.  Though he is criticized for being a pernenial bull, his firm's analysis of the macro economic situation always makes good sense, at least to the Goombarh.

Following is a capsule summary of his latest quarterly analysis. 

Click on the link to download the full report.


http://goombarh.fileave.com/Fisher%20Oct%202011.pdf



As for my stocks, quite a few have crashed, in fact the whole portfolio has cratered, but I can not sell at the lows.  Therefore, I am still sitting tight from my summer positioning and grinning and bearing it.