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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 378.38+2.7%Nov 10 4:00 PM EST

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To: energyplay who wrote (62110)3/20/2010 4:58:53 AM
From: elmatador  Read Replies (1) of 217670
 
Catching up as capital stock must increasing in the countries left behind.

LATAM and Africa devoided of capital investment must catch up.

The minerals and agriculturals are expensive because of the inefficiencies of those material producing countries.

Compare the capital stock: factories, semi-conductor fabs, logistics of the highest level efficiency with the pot-holed roads, clogged harbors, airports where a Jumbo only can take off half full...

The world is paying a higher price than it should be due to the lack of infrastructure in the producing countries.

In 10 years, the production, and transport of those materials will reach a high level of efficiency and the prices will come down.

Just in time for India to skyrocket as its demographics point to that.
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