http://bespokeinvest.typepad.com/bespoke/2007/11/a-comparison-of.html
I thought this, though short, was very interesting. I have said repeatedly that the next bubble will be in emerging markets (specifically China) and commodities. Many people are acting like China's bubble is about to pop anyday now. I think it has much longer to go and could be the bubble of all bubbles. Compared to previous bubbles it already has had a great start in a relatively short amount of time.
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