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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 374.33+0.7%4:00 PM EST

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To: TobagoJack who wrote (5790)4/25/2006 9:03:59 AM
From: elmatador  Read Replies (1) of 217854
 
Lets put a (some sort of) ranking and rationale explaining: ELMAT TEOTWAWKI

TEOTWAWKI: Is a -as anything else- combination of effects that creates a pattern

Speculation cools down. Force this money to go to where the economic activity is leaving countries hogging capital and will move countries where there's economic activity.

Public Private Partnerships will flourish as countries open infrastructure projects to foreign investors
New round of privatization / de-regulation
IPO wave

Based on that what happens with significant countries / areas:

Will do well:
Eastern Europe in general fast track Turkey, Bulgaria, Romenia and Ukraine EU membership to find market for European goods.
Brazil, Chile Argentina which pulls along energy rich Bolivia
Russia

China: Keeps momentum. Reacts to drying expprts to US Europe by kick starting internal market growth. Pushes hard to expand the 'geography of trade' aggressively seeking new markets as export market.

Capital Vacuum created in:
US
UK
Germany
France
Italy

Europe:
Oil price to drop to around 60 and stays there as speculators leave oil alone.

US
As it hears that sucking sound of capital flowing southern of the border, will react: Increase interest rates and inflates (which means printing more USD)
ECB policies to drop the Euro to compete with falling USD.

Japan will chnage to riding the coat tails of China

OPEC countries:
Investment slows down. A blow to European exporting countries.

Capital inflows
South Africa Thailand Indonesia. Will improve.

India: Keeps subcontracting jobs. No changes to internal growth.
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