particularly the water in China, (hint, Bud and Dennon and others already did... HuiYuan sold 20% last month... honestly I think the next move the new Pepsi CEO should do is to buy out TongYi) ----------- on oil, it might take $10 to extra oil from the earth, which I totally doubt because 李嘉诚 bought into Canadian oil sands and we know it takes more than $10 to do that, but even it's true, this math is grossly misleading because it doesn't count the "ownership" cost, tell Chinese real estate developers to sell Beijing or Shanghai apt at 1200 rmb per sq meter, which is about the engineering cost, ------------ demand and supply, while there can be many magnifying factors from geopolitics to hedge funds speculating to overflowing liquid, no wave can be done without the basic supply and demand economics, at the end, I think it pays to try to be Jim Rogers, instead trying to assign "value" to things using a frame not too far away from Karl Max's theories where everything is owned everyone, ie, ownership cost is 0,