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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 387.88+1.2%Nov 28 4:00 PM EST
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To: Snowshoe who wrote (104290)2/4/2014 7:14:26 PM
From: THE ANT  Read Replies (2) of 218117
 
Sorry for the late response as I don't get around here much. Nope, bought 1k at 42 a couple months back rode it to 48 then back to 42 and got out. Have mostly been in airlines and biotech. Delta was 10 when I posted this:
Message 28601429
Michael Pettis is the best economist out there blog.mpettis.com and he says countries like Brazil are only one half way through their China correction. China will slow much further.US debt to GDP still about 360%.Not only will there be no asset inflating tailwind from rising debt, but debt should go down slowly over the next 30 years bringing a headwind. Deflation ahead. Must wipe out debt to get to high inflation
Brazil will do OK in medium to long term but short term could fall a lot if all markets correct. Start buying around 35.The Chinese person on the street will see rising wages even if GDP falls--they will still need a lot of what Brazil produces. If you buy EWZ at 35 you should do well vs USA shares which will likely be little changed in 10 years. Start buying at 35 and hope it goes lower after that. Airlines will out perform. I like SRPT and CUR but both are high risk. It will be very hard to hold on to your assets much less make money in the next 5 years Pick wisely
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