I agree that I'm nervous about the prospects of this project. That opinion hasn't changed for me since the beginning. I don't think anything that has happened so far in the construction process is surprising or unprecedented. Disney projects run over budget and behind schedule. It's a given.
One slight point of contention I have with your post. I don't think having been to China makes you an expert on the market. I've been to Vegas a bunch of times but I wouldn't know the first thing about running a casino
. It's quite possible for people to understand a market without frequently traveling there.