Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Condor who wrote (59176)	1/20/2005 10:35:31 AM
From: elmatador	Read Replies (1) of 74559

To clarify: get out of grey areas mean: companies such as inBev (Belgium) see beer consumption growing @0.5% in Euroland and see Brazil growing @1.5% and decides to go invest there. I see this as a result of demographics, hence the grey. This, I believe, is a tendency that will accelerate this year. But not to misundersant: In the grey areas (I'm sticking to beverages here) people will start spending more money per volume of liquid because they drink less stuff and can afford the pricey beverages. Imagine if that volume I drunk when I was 28 years old was comprised Cabernet Sauvignon!! No chance! It had to be destilled sugar cane brandy 54% which was the cheaper stuff.

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