Wonderful insights that distill some complicated issues.
Can I ask you some clarifications to get you into even
more trouble ?<G>
(c) Full of very intelligent, high IQ, but hard to deal folks (un-PC observation: Silicon Valley crooks sports lots of Indian names);
Any names from Silicon Valley crooks just to understand
your line of thinking ?
I am trying to learn how to be a crook, having missed the
Savings&Loan opportunity, the dot-com opportunity, the
telecom opportunity, the Energy-trading opportunity...
I want to participate in the next coming "opportunity" :-)
(l) The country is like the Philippines in government, old-USSR in weapons emphasis, China in population, Argentina in finance, Indonesia in Islam population, feudal Europe in caste system, Caribbean in weather and de-energizing heat, and Israel in security.
I got most of it, but...
Like Argentina in finance ?
Why do you says so ? Because of the government owned mutual
fund ? Even Taiwan does that...though they have a tad more
financial depth.
I thought they were a few orders of magnitude
less accomplished than Argentinians in the
financial arts. After all their inflation rate is less
than 10% (ok ... govt statistics, make it twice that for real
but certainly not Latin American proportions).
You certainly missed some of stuff in your otherwise
fine contrarian case.
India does (like China) have a huge bank non-performing
assets problem (govt cronies stole capital ?).
They do have (like China? Or like former-China?)
govt owned industrial dinosaurs sucking capital.
Not sure when those chickens will come home to roost.
They certainly have been late for USA, (and China and
Japan in some aspects) <G> |
