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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (66004)7/7/2005 2:17:04 AM
From: energyplay  Read Replies (1) of 74559
 
Thanks for the great report.

From a large scale view, one hope is the newer private enterprises will grow enough employment and wealth to sustain the economy before some of the badly run state owned enterprises collaspe under pension and health care obligations and bad debts.

(There may be some analogy to Mustang car sales helping Ford stay around until the pension burdens ease.... good news for China is the newer enterprises aren't tied to the shinking ship - at least so far)

One important dimension is when and how will the weather change -

How soon could domestic saturation of the market occur ? Or it could be many, many years away ?

Will the global market improve, maybe with new designs, prices, new uses, or get worse ?

********

Sounds like some good people to be working with.
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