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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

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To: 49thMIMOMander who wrote (40502)	9/29/2008 5:43:35 AM
From: elmatador	Read Replies (1) of 217910

Now is revisiting time when we disgest what happened in the last 6 years, post-tech bubble. It is interesting times -the next 24 months- for us to check how wrong we were and how much our views need to be corrected. Re-visit all stories of the past 6 years. The main story is definitely: Housing bubble with after-effects in the rest of the world. all stories below had flown from the main story above: Re-visit China story Re-visit BRIC stories Re-visit geopolitic stories (Iraq, Afghanistan, Iran Middle East) Re-visit oil and by extension all energies' stories (ethanol, pre-salt, gas, pipelines, nuclear, oil sands...) Re-visit commodities' story MORE IMPORTANT What are the new stories that will be developed? TJ talking about Solar power is already a brand new story.

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