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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 371.65-1.1%Nov 17 4:00 PM EST

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To: TobagoJack who wrote (117595)3/30/2016 5:32:47 AM
From: elmatador1 Recommendation

Recommended By
3bar

   of 217847
 
TJ, most people look to the green shoots promising a Spring. I look for the dry leaves premeditating an Autumn.

What I am at it now is the death of the exporting model that so well served the world economy for 70 years.

If I am right, I will get the next decades direction the world economy will take.

How I look to the dry leaves? I make an assumption. Then I seek facts that add power to my assumption. The more acts I find supporting that assumption, the more right it proves to be.

They more facts I find negating that assumption, the less power my assumption has and I need to discard it.

See, you export as you grow. Inn the exporting model, you export to grow.

In the case of China?
it exported to a global economy running on debt.
There is no more room for debt, China cannot export as before as the debts need to be paid.
China must create its own demand -at home- to keep growing. (Thus my assumption its GDP would grow 4% tops in the coming years.
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