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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 382.95-0.8%Nov 13 4:00 PM EST

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To: Haim R. Branisteanu who wrote (36993)7/13/2008 6:23:25 AM
From: elmatador  Read Replies (1) of 217749
 
Started with Proalcool. Think first where it came from. The country is a locomotive pulling a lot of empty wagons. This was 1970s. This picture has changed in the past 30 years as other wagons started having some economies.

Focus on the locomotive only and disregard the rest. This is a complicated place.

Whenever the country has to do something big, it has to rely in the locomotive -Sao Paulo state- to execute the project.

The government looked to oil skyrocketing absorbed the 1973 but the 1979 aftershock was the coup de grace. The government engaged the locomotive S. Paulo in the effort.

They had already run cars without gasoline run the industry with charcoal during the war. Why not again use what they had instead of oil. Thus Proalcool program started.

We are a rural country. Our elites come from there. The rural elites know how to execute and know how to be treated serious and has had the power.

US rural elite lost the civil war. That's why the US doesn't look like Brazil.

Coffee and milk politics. Coffee Sao Paulo. Milk the cattle land of Minas Gerais.

We had even a civil war when the elites were threatened. The US bribed Brazil with a refinery and a steel mill. 1929 Crash sending coffee plummeting and the "Brazil project" became INDUSTRY.

Sao Paulo rural elite threatened revolted. Constitutionalist Revolution of 1932.

Petrobras is industry. Ethanol is rural elite.
This is the background of the place.
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