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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (27342)1/12/2003 2:50:15 AM
From: smolejv@gmx.net  Read Replies (1) of 74559
 
a) everybody would love to produce and export and of course J6P is supposed to shut up and keep on consuming... like... Message 16043506

b) produce what? Consumer goods? CapEx stuff? - see a

c) a question of perspective I: Germany and Portugal (with France, Italy at the doorstep) are getting blue letters again because of inability to control the deficit - "Hey guys, look, that's strike two, you're at worse than 3%". Growth in Germany expected at below 1%, so that makes it 3% - 1% = 2% off the road shoulder. That's much better;\ than US at -5% account balance and 3% (Wow!!!) growth. I mean -Question of perspective (again): they must be doing something different... Just dont know what... I guess buying all those consumer goods H4B does not want.

d.i) question of perspective II: "go east, young man" take I salaries in unionized state jobs (teachers, communities etc) are to reach the western level by the end of 2007 (and another group of employees by end of 2009).

d.ii) question of perspective II: "go east, young man" take II the future EU, after the addition of the next 10, has the size of 450 million, with Germany (my take) taking a more central role, given the new neigbours.

so what the take on this perspective II? - it's just a perspective, which every peripheral visionary (g) should keep in mind.

e) question of perspective III: 10.2% of China population is older than 60 > aging population according to UN standards. Reaching 1.6B in 2050 from today's 1.28B. 2 children / mother - far cry from 6 in 1970. avge life span 68(1990) to 71(2000) to expected 80(2010).

>>The disparate pieces of our story must hang together as a cohesive whole.<< I'm still working on that one, Jay;
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