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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 437.26+3.8%Jan 20 4:00 PM EST

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To: elmatador who wrote (93411)8/13/2012 10:04:59 AM
From: carranza22 Recommendations  Read Replies (2) of 219564
 
Elmat, you are unfortunately married to nationalism, to the idea that it is us vs. them, or some variant thereof.

From a purely investment standpoint, it is a marriage that will not allow you to make good investment decisions.

I think we'll have a global implosion, caused I suppose by the failure of Europe to take care of its business. Since Europe is China's biggest customer and also appears to have gone on an infrastructure binge (not to mention a real estate bubble) that cannot pay for itself, China is likely to suffer a hard landing, and if China suffers, so does Australia and Japan. When China, Europe, Japan and Australia suffer, the rest of the globe is likely to suffer, particularly the commodity countries.

It appears that we are on the verge of an epic lowering of aggregate demand. No one wins that game.

The only question I have is how to profit from it. The names of the nations and geographies and the relative balance of living standards are irrelevant to me.
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