I have one word, and it’s a word you have heard over and over again…China. I know…I know, I’m not coming up with anything new and earth shattering, but it still needs to be said with conviction. Why? Because, even though everyone talks about China there always seems to be an air of non-committal or slight disbelief that China, Inc. will actually happen.

Here are some key reasons China, Inc. will happen and create the best market in the first 25 years, or more, of this century:

· China is completely committed to expanding its economy and political influence.

o It is making energy deals with any country regardless of politics.

o They spent over $40 billion on the Olympics (the British are projected to only spend half that when they host the summer games).

o China is investing $6.9 billion; the port of Shanghai now has almost as much container capacity as all U.S. ports combined (Source: Brookings Institute).

o The U.S. is currently investing less on infrastructure as a percentage of gross domestic product (GDP) than Europe, China and many emerging countries (Source: Progressive Policy Institute).

o By 2020 China plans to build 55,000 miles of highways, more than the total length of the U.S. interstate system (Source: Atlanta Fed).

· Coke is investing $2 billion dollars in China over the next 3 years. This is during the worst economic downturn since the Great Depression. It demonstrates that Coke sees enormous growth in China and refuses to let anything stop them from being part of it.

· China saw venture capitalists invest a record $4.2bn in 245 deals in 2008, up from $2.8bn in 290 deals in 2007. Again, this was during the worst downturn since the great depression.

· China expects their economy to grow roughly 8% in 2009. This number is probably inflated, but even if it is inflated 8% and their growth is flat, their economy will still be better than the US or Europe.

· “Ace commodities investor and global investment guru Jim Rogers says he hates British pound and is putting all future hope and investments only on China.” – Jim Rogers. He is not investing in a lot of Chinese companies, but he is investing in commodities he expects China to use.

I’m not advocating we all go “Jim Rogers” on our lives and move to Singapore and push all of our cash into investments connected to China. What I am saying is if you are an active investor, and EVERYONE should be, you need to keep an eye on China, Chinese companies, and commodities connected to China, as this is a great buying opportunity.

Along with actively researching, we need to allocate a decent portion of our capital to make Chinese investments a large part of our portfolios. You don’t want to miss the creation of a new America…do you?

“Saying that China is a fascinating place to invest in, Rogers said China is on the rise, like America 100 years ago, and the problems the Asian giant is encountering right now in certain, mainly export-driven, sectors of its economy will not alter the country’s long-term trajectory. “ – Jim Rogers

Concerning the end of the week beer recommendation, I am focusing on a beer that can be the mainstay of your fridge. It will win over everyone who actually likes beer. Yes, even some people who drink Bud/Coors/Miller like beer. They are just misguided and need our help. The beer is from New Belgium Brewing and is called Fat Tire. It tastes like beer, which means it actually has taste unlike the three stooges I mentioned above. However, it is not overpowering and will not scare off those beer drinkers who are unfamiliar with real beer.

The one real problem with Fat Tire is its availability. It is very rare east of the Mississippi, which is unfortunate. So, if you stumble on to it somewhere…BUY IT!