The dangerous combination that could end Australia's lucky run

The nation was always going to face a tough time with the end of the mining investment boom, but if these two predictions prove correct it will be a much rougher ride than expected.

Fasten your safety belts -- Australia is set for a ride we have not experienced for decades. In blunt terms, we will either see a sharp fall in the dollar or we will run into a recession.

If Stephen Bartholomeusz is right about the extent of looming iron ore capacity excesses and former chairman of the Federal Reserve Alan Greenspan is right about what's going to happen in China, then we are in for a rough ride.

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