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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (376)	9/10/2005 8:38:17 AM
From: elmatador	Respond to of 218776

You don't know yet the meaning of 'boring coffee'. I like to seat drink coffee and read newspaper. That until experiment could no longer be entertained. Today Gloria Jeans, Starbucks (or Metropolis in Curitba) are called ‘boring coffee’. That because to wait for me I have to promise something in return.

To: TobagoJack who wrote (376)	9/10/2005 8:45:00 AM
From: elmatador	Read Replies (1) \| Respond to of 218776

"haven't a clue about what could go right economically," There is nothing to go right ecoomically. "and am fearful of all that ought to go wrong financially." You'd better be. IT doesn't happen in smooth slide, a.k.a, the return to the 'natural size' happens with sudden, strong and impredictable jolts like the tectonic plate I seat on top as I write. The cracks are showing. They've been given a coat of paint, but they are there. The brave faces are still being put, amzing nut they are. The time came for "the Jaguar drink water. The saying is about that time of the day, when all other animals should clear the trails an be away from the water. Else becomes lunch.

To: TobagoJack who wrote (376)	9/10/2005 9:12:25 PM
From: daddunes	Respond to of 218776

TJ,your astute and keen insight is simply, totally amazing.It seems my country,the US,lives in some non-reality,fantasy driven mindset that dominates ALL thought,be it political or financial.The reality of this self delusion is pandemic and pervasive.Your writing is as always appreciated.

To: TobagoJack who wrote (376)	9/10/2005 11:30:35 PM
From: Taikun	Read Replies (1) \| Respond to of 218776

TJ, I think you pointed out a key issue. This equalization must occur smoothly. I am not sure if Dr Rich is right about China's banking systems, but if it is we have two sides of a very important equation based on some rather unsound assumptions. I do think Bush, in a strange way, 'gets' one thing. The Heritage Foundation, the Repub think tank, wants to minimize govt's role. Americans are in disbelief (what else is new) when they hear the gov't would like to do away with Soc Sec (humorous, really, as many who voted for Bush saw no downside, but now he wants to stop my Mum and Grandma's pension payment??)and other gov't programs. The Republicans want little else to do with anything beside military. This would be acceptable if there were a commensurate decrease in the size of gov't, to make the US truly competitive as a low tax state (for this will be a key corporate success point in the future-as you pointed out-the location of an enterprise). The US will have to be a low tax state merely to survive, but the largesse of gov't has to go. It is interesting to see the outcome in N.O. Originally local industry, like Walmart, was only going to provide a few days pay, but after seeing the gov't 'response', they realized they had an obligation to do more, and paid salaries to displaced staff to the end of Sept, in addition to making charitable contributions. The real issue, as far as a society is concerned, is that corporations will act in their best interests and will never be as efficient at distributing charity. Starbucks may give a barista medical insurance after working 20htrs/wk but they won't give same to poor and ill in the same community. So as corporations lobby gov't for a better deal, and while corporations are cash rich, they are reaping benefits where the avg American has seen their salary grow from $40,000 to $45,000 in 20 yrs. As these companies globalize they might not be so willing to help at home, and the US will become more polarized. Thugs shooting at nurses and MDs in N.O. (as well as the Medevac 'copter) might be a light occurrence in a few years time. I rather think US society is at risk, and I don't think the Republicans will change their way. China has much to gain and the US much to lose, I have a hard time seeing the win-win here. Maybe there will be win-win in 20-40 yrs but the present is and will be increasingly painful. Cheers, D

To: TobagoJack who wrote (376)	9/11/2005 1:06:55 PM
From: Moominoid	Read Replies (1) \| Respond to of 218776

I am getting very much more bearish on the stockmarkets all around the world: Message 21693491 Considering shifting my mutual/retirement funds to an even more conservative stance (c. 30% stocks 70% bonds (mostly AUD denominated) instead of 70% equity 30% fixed income). On my US short position got heavily hit in the last couple of weeks, but I just can't see the rally continuing (I hope). Even GOOG shorts at $180 could end up in the money. $220 looks a dead cert. Fed seems hellbent on raising rates more. Rising price of capital, labor, and energy is the surefire trigger for a recession. Worked in 2000 and every time before. Message 21690164