Hello Carranza2, <<... the investment future is in the US?>>
I do not believe so nor am I hinting thus.
The investing future is in China, a wild, energized, and rapidly developing emerging market country on the twisting path of economic reform, social revolution, culture renaissance, and near the cusp of political transformation. In other words, the “next abracadabra”.
The enterprise is financed by Japan, Taiwan, Bernanke and Co. and smiled upon by the benighted Maestro Greensputin, and is enthusiastically supported by J6P, voting with their credit cards.
Here is my script, as described to Maurice sometime ago. Alas, Maurice did not and does not like to read next year’s market news this year;0)
achamchen.com
August 15th, 2001
… The final attack could involve a shock troop attack softening down the Dollar or a serious Debt explosion deep within a nation, a corporation or a even a fund. The follow-on attacks will most likely involve the simultaneous Deflationary ‘cratering’ of the real estate funding bubble and the final bleeding of gushing hope from the quiescent population. The exact scenario does not even matter given the weakened state of the defending infrastructure and inadequate cash and FED rate ammunition supply.
Any brightening of hope in the interim is just a fatally toxic fantasy wrapped in shimmering hope tied with comforting propaganda presented on a platter of official deceit. Swallow the fantasy, financial suicide results.
Now, should the cataclysm be unobstructed, a new dawn may arrive sooner. We must lead the village idiots to the volcanic abyss of Inflation or the black hole of Deflation, to be sacrificed to the gods of work, thrift, family and savings. I am being optimistic and am of course assuming that all the market noise and propaganda smoke is not in fact camouflaging an inflection point connecting Silicon Glory to an as yet unknown “next abracadabra”, as the Rust Belt was once transformed into Silicon Glory but accompanied by much dying anguish and birthing pain.
… You know humans as well as I do, if not better, and so you can guess at the odds of J6P awakening from his dream walk in time, before he falls down the steps in Uncle Al’s temple. Hey, how about that, you do know … the myth and the fantasy ...
… <<Green$pan … having reduced the irrationally exuberant back to the daily grind … is boring but more productive than millions … guzzling champagne>>
Again, save yourself before it is too late. It is not too late now, because we are not even done with the prologue of the script yet. Your exuberance is lighting up this dark den of ours, as we patiently wait for the BBQ grill to reach a good searing temperature :0)
<<What are your weapons of mass destruction?>>
… Gold
<<… how do you deal with non-symmetrical warfare>>
… anticipate danger, sense trouble, run away before first inkling of harm.
Chugs, Jay |
