CHINA 

China lately present a few great opportunity in terms of investment.  It is not what to invest, it is more on what to short.

Good opportunity in shorting the copper.  Due to hoarding of copper arising from the carry trade, worth about USD2 trillion.  The unwiding of the carry trade will tank the copper price, as per Bloomberg and Zerohedge.  

Another opportunity of course is the short Yuan or Shanghai Stock Market.  Both are over valued in USD terms.

USA INTEREST RATE

Since 2008, it dropped from 5% to 0.25%.  At that time USA, total private debt to GDP is about say 1.8x, say, the GDP is about USD15 trillion.  Total private debt is about USD15 trillion x 1.8 times = USD27 trillion.

Interest savings = USD27 trillion x 4.75% = USD1.2 trillion.  This is the crude way of calculations, may not be too meaningful.

Earnings increase in corporate mainly due to cost cutting in labor (85%), interest saving (10%) and share buyback (5%).  All are financial engineering.  Revenue growth is anaemic.

Robert Shiller's CAPE is 25x.

Overall, USA stock market is supported by positive sentiment, not so much of strong sustainable revenue expansion.  So, shorting the market can be consider.

ANY OTHER UNCONVENTIONAL INVESTMENT IDEAS

1. Short HK dollars
2. Long US Long term treasuries

DISCLAIMER

Blah, blah, blah, ........... whatever, the author is not responsible.  It is only a discussion.  Even the author cannot particiapte in all the ideas.