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

To: Amark$p who wrote (1981)	11/13/2005 12:12:43 AM
From: energyplay	Read Replies (1) \| Respond to of 217771

The industrial world / creative world (with rule of law) is a very good description of what existed between Hong Kong(creative) and China plus much of South East Asia (industrial) for about 20 + years. It may be a stretch to use this to describe U.S., Japan and Europe vs. the China, India plus ASEAN countries. A third factor would be the resource countries Australia, Russia, Brazil, Chile, Middle East oil states, and to some degree Canada. Interesting that Canada has a foot in all three worlds, although the industrial side is losing relative to the resource side.

To: Amark$p who wrote (1981)	11/13/2005 5:27:04 AM
From: TobagoJack	Read Replies (3) \| Respond to of 217771

On chocolate makers worldmarket.blogspot.com On Louis of GaveKal, had featured him in some of the round robin e-mails on the blog worldmarket.blogspot.com "From: Louis Sent: Tuesday, May 10, 2005 9:35 AM Subject: RE: The irony of it all". Good thinking folks, forces more thinking, but economists by birth, and optimists by thoughts, and therefore can be wrong. I know their "platform company" concepts pretty well, and firmly believe it can all be characterized as intellectual self-comfort. I believe Walmart and Dell will ultimately bite the big one, for being platform companies. I believe that the 'platforming' of continental economies will mean riots, dissolutions, and revolutions. I do believe GaveKal can be correct on (their latest take) Euro being the next carry trade financing source, and correct on Yen drop being a leading indicator of upcoming USD liquidity crunch. Chugs, J