To The Moon

A phenomenal market of over 1.4 billion, of which active condumer exceeds 900 million, is an engine to be reckon with. Markets in western world collectively has to buck up to balance the consumer's intensity of China within the next 20 years.....which by 2040 might have a population of close to 1.6 billion. Their(China) new "more than 2 kids per family" policy will especially cause a mini baby boom in their rural areas, as well as 4th - 5th tier cities, if their government were to provide certain level of financial or material support to encourage birthWatch out

The Oracle has made his move again, though I don't agree with the move on BOA

The higher the climb, the harder the fall.....inorganic 

Levels are too high; impending risk ahead

Double whamy 

Trying to window-dress is not exactly a wise thing to do for the lomg term benefit of the US economy 

It's overheated already. Something has to be done to prevent some serious "damage"

The danger of IT rearing it's ugly head

The challenges are truly daunting; overly optimistic is a double-edged dagger