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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 366.54+1.2%4:00 PM EST
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To: Haim R. Branisteanu who wrote (104245)1/17/2014 6:44:29 AM
From: TobagoJack  Read Replies (2) of 217544
 
There is more than too much to do, and so there shall be much activity to support wage spiral and value accretion

- much more infrastructure given imperatives
- plenty more debt support given land reform
- lots more income given manufacturing value-add
- oodles of defense reform coupled w/ peace-keeping innovations, all tee-ed up by domestic competition for the same defense yuan

In a sentence, so much catch-up to do, on the one hand, and still such a long distance to re-capture full possible extent of mean reversion, never mind over-shoot, on the other hand

Re china and gold, have been monitoring gold reform since inception, and note recent acceleration
- allowing offshore rmb to engage w/ on-shore gold trade which in the main is physical was an astute move
- allowing more entities including international banks to import gold into china a wise idea (now we really would not know for whom HSBC is buying the gold for but can make a solid guess)

Once rmb can be freely convertible to gold at any spot price, rmb becomes a fully convertible currency but limited by planetary physical gold trade, and given paper gold is often part of currency pair-trades, the enveloping dynamics should be interesting.

Am in Jakarta heading back to Hong Kong this night.

Big deal afoot on the teeth front, and prospective deals on the gold mining front.

2014 / year of the horse / lunar 4712 is starting out interesting.
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