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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 379.87+0.4%Nov 11 4:00 PM EST

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To: TobagoJack who wrote (61568)3/1/2010 2:24:30 AM
From: energyplay  Read Replies (1) of 217708
 
I expect the US will continue producing food and fiber - it keeps other nations from gaining that leverage over us, and provides a way to help who we want (selling wheat to Russia / China / whoever when we wish) and a way to hit who we don't like (heavily subsidized US sugar suppressing the international sugar price, kicking Cuba economically)

Hollywood is still doing well, and has fewer rivals at this time than in the past. The main long term competitors are Bollywood and the UK. Bollywood has limitations - can't show serious kissing - and the UK doesn't have the cost advantage it once had.

Silicon Valley and Intel and the tech companies are most likely to move - the question is, move where ? The last exodus had companies moving to headquarters to Texas, Colorado, Arizona, and Oregon.

Many companies have already moved parts of their supply chain.

To re-domicile, they need a low tax place with rule of law and stability... and low cost housing !

******

One possibility is the Lenovo model - buy a Western brand, assets, and IP (IBM's think pad). Another is the "joint venture" leading to a slow takeover of the business. Yet another is the Tata steel model of buying business outright, especially cyclical business.
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