The global financial crisis: Where we go from here

One asset class that is undergoing the fire sale is commodities. And this, along with various Asian markets, will rebound sharply once value has been created. Subscribers know when we feel - yes, feel, not think! - that this will occur. It is tough to put a time frame on panicky emotions, back to Prof. Kindleberger's marvelous anatomy of a crash.

China h…