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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 366.54+1.2%Nov 5 4:00 PM EST

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To: Elroy Jetson who wrote (135345)8/30/2017 7:47:25 PM
From: TobagoJack   of 217545
 
(1) capital intensive china require loans to plough forth, and such is focused at the corporate level

consumer-spending intensive 'developed' economies require loans to plough forth, and such is focused at the individual level

capital-intensity results in trickling of funding to the individual and the corporates

consumer-spending intensity results in flowing of funds to the creditor and the producer

(2) china requires capital spending, because so much more must be built and renewed

(3) good news: tentative reports inbound that ...

... at the basic levels (electrical connectors and such) the industrial is tapped out of capacity, and

... at the material and equipment levels, obor (one belt one road) has resulted in up to quarter of new order books even as order book horizons now extended due to capacity constraints

... more new orders expected

(4) imo, equivalent to US$ 250 TRILLION awaits deployment, to be funded by gradual but steady mobilisation of embedded collateral value w/i the rural land reform program

some kind of wonderful
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