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Non-Tech : Investing in Real Estate - Creative Opportunities

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To: John Vosilla who wrote (2653)5/15/2019 12:50:52 AM
From: sense  Read Replies (1) of 2722
 
I think the west coast is likely to take a bigger hit from tariffs than the rest of the country... as a function of the trade flows. If the trade war grows ugly... as I think it must... we'll find out more about that. But, the lag time ? Not sure. Thus far, the market has been pretending that a trade war can't happen... just because.

But while I don't see China ever agreeing to surrender the advantages we've given them and allowed them to become accustomed to... there's also nothing much they can do about it if we opt to pull the plug on the policy we've sustained to enable their development, thus far.

Europe... not much apparent to get excited about...

Biggest apparent beneficiaries seem to be the second tier Asian Tigers... Vietnam, PI, Indonesia... but, it might not take much to include Bangladesh, India... as others gaining from China's decision to disrespect those what brung em.

Things thus far... look to me like 0.5 percent rate cut would probably pay for it...

I don't expect the U.S. to avoid impacts... but, I do think the U.S. is better positioned than anyone else in the world to weather this with the least impact. A lot of places have been hurting for a long time already... and it has to be frightening to see the impact thus far... as only the beginning ?

China is going to see changes they're not expecting, or ready for, IMO... with food price inflation being a potential "yellow vest" issue for them, in time.

Interesting times... I'm looking forward to the fire sale.
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