Share of market is down to 33 percent in a market growing 40 percent (but not forever.) I assume China Mobile is waiting for a low priced iPhone before putting Apple on its networks, maybe later this year.

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Also, A shares won't stay cheap forever, says Jerry Lou, a China equity strategist at Morgan Stanley.

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The CSRC, as Daniel Ren of the South China Morning Post notes, cannot prevent new issues from coming to market forever.

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Silver has been the favored choice among the momentum crowd subscribing to all sorts of extreme calamities: A dollar collapse, a forever accommodating FED, and an ever-growing demand for precious metals from China.

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