Emerging Markets - I'm Going to Lead With That

i've been thinking about a thesis of bubbles that i heard from several people, which is this idea that you just expressed. In other words, bubbles leave a lot of very cool stuff after they pupped. People lost fortunes on the dotcom bubble, but now there's the infra structure. And in a similar fashion, i like your metefor for emerging markets. Well, people might lose everything they put in, but that bridge or road gets paid.