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Re:The Trade of the Century: When George Soros Broke the Bri... by klodolph on Thursday May 15, 2014 @07:04PM (#7752800)
Maybe the dollar's value will crash relative to the Yuan. If you make a bet like George Soros that the Yuan is going to rise in value, what would that bet look like?

One of the problems with the bet is that you are betting in the opposite direction from Soros. China can just print more Yuan, and suddenly Yuan decrease in value. Add to this the ridiculous levels of pointless internal investments, seemingly done to inflate China's GDP. And finally, there are severe problems with Chinese equity markets that make it scary to bet on Yuan against USD.

I think at some point in the future, China will stop having an export economy, because advances in manufacturing technology and automation will obviate the need for cheap labor. And at some other point, China will start investing sensibly in internal matters. I have no idea how to translate this into USD or CNY, but if I were in China, I would want the transition to happen gradually. A gradual transition avoids destroying the manufacturing sector overnight.

Re:The Trade of the Century: When George Soros Broke the Bri... by cinquemb on Thursday May 15, 2014 @08:05PM (#7753048)
I don't know if this is related directly, but seeing as Soros is in on the largest gold mining company in the world and other gold companies related etf's[0], doesn't that speak somewhat to the type of bet he's making in this landscape?

[0]: http://www.reuters.com/article/2014/05/15/hedgefunds-filings...

Re:The Trade of the Century: When George Soros Broke the Bri... by brazzy on Friday May 16, 2014 @03:34AM (#7754218)
Note that this follows a massive reduction of Soros' gold investments last year: http://www.bloomberg.com/news/2013-05-19/gold-bear-bets-reac...

Looks like he's simply playing the markets.

Re:The Trade of the Century: When George Soros Broke the Bri... by zacinbusiness on Thursday May 15, 2014 @11:12PM (#7753519)
Very good observation.