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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: 8bits who wrote (70014)12/27/2010 9:39:41 AM
From: TobagoJack1 Recommendation  Read Replies (3) of 217670
 
A few more points comprising my current thoughts, in cogent bullets

- china in choreographed re-balancing
- success vs failure shall prove material to row
- trying calibrated inflation via wage cost push spiral
- wages could go up by 20-30% per annum in nominal terms
- wages could go up by 10-15% per annum in real terms
- food as component of spent could go down
- housing price to taper even as housing construction would go up due to social housing schema
- western / inland/ rural china shall pickup development pace
- greatest migration in human history should continue
- GDP could continue to grow at 9-13% in real terms
- currency would rise, but in modulated way
- export value-add and tech-add should go up
- none of any of the above would have much to do with where team USA chooses to buy its underwear from
- 600 hundred years of pent-up demand shall be sated w/i 60-80 years

Am engaging with efforts to help the new sovereign to disburse its blessings, and am astounded at alacrity / enthusiasm of the new sovereign. So wonderful to see that the world shall be saved by the next wave that pushes out the has-been wave.

Russ winter should not have renounced his gold faith at less than 1/2 of current value. He should not even consider renouncing gold faith at 2x current value.
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