主题：【原创】2008年美国经济衰退基本定局 -- 子玉

Mish's Global Economic Trend Analysis

http://globaleconomicanalysis.blogspot.com/

Big Picture

http://bigpicture.typepad.com/

Calculated Risk

http://calculatedrisk.blogspot.com/

不过这些博客都不推荐具体投资的建议，只提供一些想法。风险自负。

一是时机要对，二是见好就收，迅速撤出战斗。都不容易啊。

中投给摩根几十亿一方面是渗入金融领域，另一方面也不排除去救火。再说美国这回次贷牵涉了欧洲的银行和中国的资金，如果再严重先去那就真是 金融动荡了，应该不会这么邪乎把/

最近的走势，这个因素影响确实很大

Dollar is strong, and there is deflation in US.

All the currency bet would loss huge.

These blogs have not been more popular these days. Even the new Nobel Economy winner Paul Krugman calls the "CalculatedRisk" his favorite housing and credit bust blog.

Anyone could have made a lot of money, if they follow these blogs.