Reflections on investing, politics and other random themes and topics
Erosion of Rule of Law
The 2012 Election
Why Obama Shares the Blame for Iraq
Friday, May 11, 2007
Another great (profitless) opportunity in China
Engaging China has a nice review of the hotel building boom in China.
Critical stat: occupany rates DECLINED seven percent last year. Yes, demand will grow like hell for years to come. But with supply growing like crazy too... well, let's just say that hotel rates have room to fall.
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