Hello Haim, <<Jay why in this world do you think I read all what you write ?>> … is this a trick question:0?
I do not know. Perhaps because BBR is a fun thread where no one takes themselves too seriously, knowing full well that a icky denouement is just around the corner:0)
<<Until now I had no problems buying from China but you just made it to think about it twice before buying>>
Seriously, Haim, now there is still the luxury of ‘think … twice’, but as the march of history continues and reversion to the mean transpires, eventually thinking will neither be required nor possible.
Think about it for just a few seconds, using the framework of a X-Y axis that forms a cross, where the X is labeled from left to right ‘chaotic US … stable US’ and the Y axis is labeled from bottom to top ‘chaotic China … stable China’. Now you are to pencil in a dot in any of the four possible quadrants, representing the kind of world you want to live in.
FWIW, I think these two articles are balanced and therefore helpful:
Message 19462587
“Opportunity or threat?”
Message 19462590
“Sleepless nights for many manufacturers”
<<In any case mission accomplished>> … please do not mind me.
Once every so often, I like to step through Maurice’s cabbage patch, rummage through CB’s thoughts, disturb ACF Mikes study, and trample across your backyard. To reach across cyber space and touch someone :0)
The resulting blowback is useful for my figuring of the state of the socio-econo-political markets.
Chugs, Jay |
