The Financial Collapse of 2001 Unwinding Message Board

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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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carranza2

pak73

To: carranza2 who wrote (11096)	4/28/2023 4:58:34 AM
From: elmatador	2 Recommendations of 13775

Decoupling on economic grounds is called rollover strategy. So China saw the Americans refusal to use Mexican cheaper manpower and told them: Do not go to the US to work for the Gringos ! We give you trabajo in Mexico. Mucho dinero. No transfer money back charges and no harassment por la migra. Let's look at rollover strategy. No one talks about Japan decoupling. Enters old man to explain. Japan post WWII produced canned fruits. Moved up market to make sporting goods like tennis rackets and skis. Rolled over canned fruits to Taiwan. Japan moved up maket once again into electronics and carmaking. Rolled oved sporting goods to Taiwan. Taiwan rolledover canned fruits to the Philippines. See? No decoupling. Just rolling over on economic grounds South Koreans woke up and reasoned: Hang on? Let's do what the Japanese are doing. And founded Samsung and Lucky Goldstar (today LG). (and the Americans went: Who the Hell decided to license the transistor to Japan for $100,000!) But the S. Koreans didn't know carmaking nor electronics to get the fabled Japanese quality. They had a plan: They've got a Boeing 747. Flew Japanese factory specialists for a gig weekend on S. Korea to teach the locals. Flew them back Sunday night. Note at that time, the Japanese were hard working and needed extra money. China started rolling over to South East Asia and to Mexico I asked my friend Alex Sen, he told me no Nike shoes sold in China are not made in China. My Braun electric shaver is Vietnam made. China's Mexico rollover is big. Take the US and NAFTA headon. CBRE data show demand for industrial space in Mexico has doubled from 2020-21 and was forecast to double again from 2021-22, with approximately one out of every four square feet going towards nearshoring, about 70% concentrated around Northern Mexico. Los chinos pensam grande. I am going to go on the speaker's circuit talking about geopolitics strategy.

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