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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (18124)4/13/2002 5:33:53 AM
From: Maurice Winn  Read Replies (2) | Respond to of 74559
 
*** Cutting costs ***

Jay, I was pleased to see you didn't include cutting communications in your list of cuts, preferring to cut silly baubles for XX chromosome people, sushi and Club Med style vacations in favour of self-generated wave functions in the ocean. That augurs well for QUALCOMM and phragmented photon profusion.

But you raised something that just this evening I was discussing with my 84 year old mother in law.

<I suppose if all the guys are cut, as in neutered, the economy will literally wilt due to dissipation of raw animal energy and primal basic enthusiasm>

I didn't discuss said neutering but rather the energy that testosterone and XX chromosome-seeking behaviour creates and what it means for China [and us]. Perhaps the real reason you cut the XX expenditure first was that it really is NOT the first thing which will be cut in the cost-cutting drive - merely top-of-mind. Booze, baccy and birds are the holy trinity of life and soar through recessions and depressions while other expenditures go the way of the dodo. These 1-Child Little Emperors are now not so little and are surging into adulthood.

My point, which is a question, is what the heck does it mean when China has had a one child family for decades, successfully, has had a very rapidly growing economy, [despite the nonsense currently fashionable that it's all statistical mumbo jumbo - we need only count the Made in China labels to know it's true] and the demographic shape of China is now smoothing into similar numbers in each age group and that males outnumber females in the Generation X and Y categories by a significant amount? I believe it means something serious and you have put your finger on the essential point - young, testosterone-laden and sexually frustrated males [usually] will make things happen. I assume not in the nature of armed belligerence, but that would not surprise me.

On the other hand, Japan has had a similar low birthrate but starting earlier and I think part of the economic slowdown in Japan is that the wildly energetic post-WWII decades are over and those people are entering their dotage. They are rich. Rich people in their dotage do not go all out to produce.

So, what's China going to do? Work like crazy and get rich? Buy CDMA by the hundred million and cerf cyberspace? My grandfather colonized China on behalf of Standard Oil and now I'm doing the same with Standard CDMA. Plus ca change.

Seriously, what do you think it means to have vast swarms of 20-something males surging? They will surge somewhere. Where will they surge?

Mqurice

PS: I recall I've asked this question before. At the risk of boring those who don't like repetition, please reprise your thoughts.



To: TobagoJack who wrote (18124)4/13/2002 2:18:34 PM
From: elmatador  Read Replies (1) | Respond to of 74559
 
BTW, is this true? Can't say unless you post the piece.
online.wsj.com.

I don't subscribe to the paper. Got curious now, Can you paste? I will give it my best shot.



To: TobagoJack who wrote (18124)4/13/2002 2:36:44 PM
From: elmatador  Read Replies (1) | Respond to of 74559
 
There are three economies lives.

1) There's this economy where you have Fortune 500 monopolist capitalist firms.

2) Those firms above have nothing to do with those hundred of thousands of small firms that gravitate like those pebbles asteroids between Mars and Jupiter

3) Then there is the private economy. People mortgaging houses. Saving for the future or trying to become small firms, or, making ends meet at the end of the month.

That's how we have to see this whole thing.

1) At level one you have giant firms with costly lobbies, they even don't have to be part of the government, they just elect their own guy and don't have to deal with the messy part of being elected.

They are influenced by AG. They influence foreign policy and such. Game for the big boys whose interests cannot be clearly defined what's interest of the nation in question and what's the interest of the firm per se.

2) At this level, small firms leave at the mercy of the upper crust. The more the upper crust feasts, the more falls from the table for them. If those smaller firms present opportunity to earn money, the monopolist capitalist firms belonging to the upper crust come and develop downstream and take this sector. Like giant companies owning, gas stations everywhwre or pubs in England.

3) At this level you live and pray that you can really make a difference, since you know that the upper crust can make a difference with their check books, in a campaign contribution, much more than you can with your only one single vote.
At this level was quite easier. People up would think for you, and you would be safe on a 30-year job, and didn't have to move and things were kept quite stable and you even was smug with your own system.

Until something changed...



To: TobagoJack who wrote (18124)4/13/2002 5:29:02 PM
From: smolejv@gmx.net  Read Replies (1) | Respond to of 74559
 
...cant resist it (Mr Hyde surfacing Sat 11:30PM)

>>So, what else can be cut to save a lot of money. Well, I suppose if all the guys are cut, as in neutered, <<... hey, DNA and CDMA can just...I mean...HEAL everything

dj

PS 11:30PM middle european time - for the record;



To: TobagoJack who wrote (18124)2/1/2004 9:43:00 PM
From: elmatador  Read Replies (1) | Respond to of 74559
 
You haven't cut the <<visiting-home physical trainer girl>>, did you?