SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 375.93-1.8%Nov 14 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Hawkmoon who wrote (44177)12/21/2008 5:18:53 PM
From: elmatador  Read Replies (1) of 217795
 
Billions in hard cash, being doled out left and right -at zero interest rates- with nowhere to go. Logically, this money will end up in emerging markets where there is economic more activity but no capital.

Stop and compare with the last 20 years when we have had was countries with no economic activity and lots of capital and countries with lots of economic activity and no capital.

The case is squarely: need capital to spread more evenly as I keep saying here!

Last time around -AG times 2002-2005- this flow of money (at low interest rates) was used for emerging markets to pay their debts and accumulate reserves.

Next this new flow of money will be capitalized and invested in the emerging markets infrastructure and productive assets.

We are the beginning of a superboom. The scale will be Gargantuan.

Before it was thought that emerging markets would grow like 4% and OEC 2% and overtime emerging markets would overtake the OECD.

Now it is more like that emerging markets will grow the 4% and the OECD will go have -2%.

Therefore that what was expected to happen by 2050 will happen much much sooner.

Perhaps -everything considered -geographical size, territory, population- the US should not be be a USD13 trillion economy, but 5 trillion economy only.

Perhaps Germany again everything considered -geographical size, territory, population- actual today, $2.63 trillion GDP should be a USD 1 trillion economy only (thus the 'minnow' label I put into Germany).

Lets see how this return to the natiural size will work...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News