THE MYSTERY PORTFOLIO BLOWUP

And why the 'tourist thinks everyone should pay attention

It all started Friday morning. Even before NY opened, word leaked out that Goldman Sachs was shopping three monster blocks; 10 million Baidu (symbol BIDU), 50 million Tencent (symbol TME), and 32 million VIPShop (symbol VIPS) - at big discounts to last. They were all Chinese companies which had run into trouble over the last few days, so the logical c…