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

To: maceng2 who wrote (26173)	12/16/2002 7:35:05 AM
From: rolatzi	Read Replies (1) \| Respond to of 74559

Increased grain prices should be bullish for companies supplying fertilizer to the farmers. Potash of Saskatchewan comes to mind (POT). In looking over recent news of this company, i notice that it warned about profits for 2002 on Dec 4 but that on Dec 2 it announced a large deal with China. Ro

To: maceng2 who wrote (26173)	12/16/2002 2:27:51 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

China exporting grain. The Malthusians must be turning in their graves. The Club of Rome doomsters are despairing at the success of such people as the seething hordes of China. Their last hope is that India and Bangladesh and people in such packed places will seek oblivion and the four horses of the apocalypse will ride once more. However, there is a very weird process which seems to interfere with their hoped for gloom, doom, disaster and death; children are born full of hope, vitality, self-interest and perspicacity. They find ways to improve their lives. They grow up and promote politicians who they think will make things better, not worse. China is not just exporting grain [which they are definitely NOT supposed to be exporting] but everything else I seem to buy as well. I have been investing in China [via QUALCOMM] for some time and am investing in India too. India is finally, after decades of crazy socialism and Blame the British for Everything, realizing that they actually control their own destiny and poverty isn't all that great as a way of life. They peek over the fence at China and must think from time to time that perhaps they could do with some of the untold wealth being created there. Those places can use a LOT of investment. The grain from China is grown from the CO2 produced in the USA and for which China pays nothing. The USA is refusing to agree to the Kyoto CO2 foolishness because they are happy for China to have increased grain yields - it also helps their own grain yields and their grain gets first go at the CO2 produced in the western states [which is why the western states were developed with big freeways all over the place]. The USA isn't keen on starvation and increased grain yield is a good thing. Forests and other plants, as well as marine life, like to have a good food supply after eons of gradually depleting CO2 as the carbon has been buried in oil, coal and gas fossil fields. Those children in China and India and Bangladesh [and Pakistan when they ditch the Osamaism and rabid religion] will not want to live by bread alone. They'll also want really cool cyberphones and friendship with It, which Jay has misconstrued as being computers and IT in general. People will find it unimaginable to be disconnected from cyberspace; they will not be able to be disconnected if they want to know anything, spend anything, communicate anything, earn anything. Those unconnected will be like the monkeys living in downtown Bangalore - eking out an existence in the interstices left by the higher primates. Homeland Security is going to make some demands too. The NSA likes to listen in. Mqurice