Margin of Safety » Vitaliy Katsenelson http://amarginofsafety.com "...to distill the secret of sound investment into three words..." Fri, 26 Jun 2020 18:44:00 +0000 en hourly 1 http://wordpress.org/?v=3.2 Vitaliy Katsenelson’s Blog http://amarginofsafety.com/2011/01/29/vitaliy-katsenelsons-blog/?utm_source=rss&utm_medium=rss&utm_campaign=vitaliy-katsenelsons-blog http://amarginofsafety.com/2011/01/29/vitaliy-katsenelsons-blog/#comments Sat, 29 Jan 2011 23:56:54 +0000 Ray Galkowski, CFA http://amarginofsafety.com/?p=520 Continue reading →]]> I have just added VK’s Contrarian Edge to the blogroll. VK has strong opinions, but backed up with many facts.

He has an interesting tid bit in today’s post: China consumes two-thirds of the world’s production of iron ore.

Given the number of ghost cities in China, for how long?

http://www.dailymail.co.uk/news/article-1339536/Ghost-towns-China-Satellite-images-cities-lying-completely-deserted.html

This is going to end badly for many.

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