Hi DJ, I came across the immediately preceding reports whilst search for "I am 100% maximum bullish on China" via Google.
sbichinaprovident.com
QUOTE
...I shall be telling this with a sigh
Somewhere ages and ages hence:
Two roads diverged in a wood, and I-
I took the one less traveled by,
And that has made all the difference.
The Road Not Taken
Robert Frost, 1920
March-April 2002 Manager's Commentary
Asia Maximus !
...or is it Nasdaq at Agincourt (1415)
...
What is more, we now have a deflationary world that will spur record real profits growth à la 1873-1896 and not just nominal profit growth (please refer to my Essays from 1997-2000 for full details). Unlike 1929-1941 whence the rigid Gold Standard, repegged at unsustainable rates, brought the world to ruin, the engines of this new and sustainable secular securities Bull market will be
- disinflation led
- productivity led
- technology and innovation led
- education led
- services led
- globalization led
With the Emergence of a New World Order, China, the new emerging Superpower, will take on and mirror America's role in the last epic secular Bull (1873-1896) whilst America has assumed the mantle of the United Kingdom, the undisputed Champion, on whose Empire the Sun Never Sets.
Just like Great Britain 100 years ago however, the supremacy of America's Economic Empire today, depends on the clean division of labor:-
China will be the World's Manufacturing Epicenter
whilst the US is and will continue to be the World's
Intellectual Capital Epicenter
And Consumption Epicenter
UNQUOTE
I may look this guy up via my lunch crowd and rope him in to the think tank.
Chugs, Jay |
