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


To: Maurice Winn who wrote (57546)12/25/2004 4:34:49 AM
From: TobagoJack  Read Replies (2) | Respond to of 74559
 
Hello Maurice,

<<… When Taiwan is the 51st state, it would perhaps make sense for China to become the 52nd [on your law of large neighbours theorem] …>>

On the 51st state, your state of thinking is flawed, and so you are wrong, again, but of course, only natural.

I personally cannot recommend on any territory becoming the 51st State, as stated here …


Message 19708395
<<January 19th, 2004
Ro, Bora Bora Log:
I recommend that you visit the island during the low season. My contrary trade to do so is working out. There are 5-6 couples staying in the resort meant for 64 couples.

The service is super, and food fantastique. It is a good thing that Bora Bora the First Born is a French province, and not a British ex-Colony, or the 51st state of the Union, or worse, the Tora Bora that is Black Dust.>>


… and in any case, Taiwan cannot become the 51st State of the Union until what must inevitably be become actually is, because that title belongs to China, the mainland portion …

Message 19814185
<<February 16th, 2004
… The Chinese manufacturing labour cost is around 2.5% (across all China vs across all US) of US rate, and so no exchange rate adjustment will fix US-China trade issue.

China has in fact become the 51st state of the US (congratulations :0) in so far as manufacturing and sourcing is concerned>>


… or, meaning, we can think of the “State of Is” as the Superpower USA incubating SomeSortOfPower China.

We can fret and argue, but really the only question is the detail of the eventual birth, and the complications of anguish, if any.

Unfortunate stillborn, or congratulatory but weighty 1,000,000,000 lbs healthy, kicking and screaming for nourishing milk, or equally unfortunate Mom meets complications in Walmart bathroom while dependent on the kindness of Abdullah for oil and the generosity of Watanabi-san for credit.

All are possibilities, none priced in as yet, IMO.

You do not see the possibilities, do you? Well, what you do not see can hurt you.

We, as armchair-geopolitical-literary-econo analysts, can simply watch and brief, and as conviction-stricken investors, just place our wager.

What could be simpler? and may we count our blessings :0)


Chugs, Jay

P.S. If the world in fact is going in the direction I believe it is going, multi-pole and vulnerable everywhere, then the going will be especially rough for Taiwan, since it is but a chip, to be bargained away, in a “it just is” fashion.

The recent and sharp increase of Taiwanese establishing residency in … surprise … Macau … is quite eyebrow raising. They are moving ferociously, by rank and order, in a metaphysical sense and monetary fashion … plopping down USD 64,000, for the privilege of transforming themselves from a Taiwan compatriot into a Macanese about town.

One friend is helping them move mind and money to Macau, another pal is in process to organize a club deal, to invest in street-level shops on the island of Sin, to better welcome the Taiwanese refugees, and best greet the Mainland gamblers.

Party time ought to be soon.

You see, I only need to understand the rules. I do not have to like the setup.

Do you understand the rules? Can you appreciate the explications? Are you able to guess at the implications?