hello david, i am back in hk, and will soon travel in southerly direction, to welcome lunar new year.
on Message 22069239 pointed out by you, it reads true to me, or at least partially true, or ought to be true, or, might as well be true, at least as a working hypothesis, a stake in the ground, around which we can ponder, and with which we can triangulate, once we spike another stake into the ground
fwiw, the point of departure as indicated by above works well into my road map toward teotwawki dawn, the point of arrival
and i might add, the drama of empire vs rebellion excites me
recommendation: buy gold, silver, palladium, and even platinum, for as long as the japanese get financially nuked with ZIRP, they will want to escape their lot, monetarily speaking, and if so, the global liquidity ride can last as long as the US FED wishes to not suffer internal revolt, and should that be so, then all inherently precious things will become dearer, i figure
as matters stand, we will either have global nuclear democracy, or we will have pre-emptive and forever wars, all complicated by a whole lot of things, and oil
recommendation: i will slide up my oil sand exposure again. any hints for me? or at least, whatchayouin?
btw, an interesting observation arose in the course of my chat with european client while on liberty island macau, triangulating from what we do for clients who divest from china and what we do for clients who invest in china, and if the fear plays out, interesting things would take place in china 2009-2014 that will ... i will save it for my blog, if i blog it at all ... terrorize the dow, crush the ge, gm, f, csco, etc, and implode the so called platform companies, and the japanese manufacturing companies might disappear all together.
absolutely stunning, as in shock and awe, and so very natural, as in "oh, but of course". just unbelievable, but gad, it is what the triangulation exercise pin points, as in dead-bang certain, at least as a roadmarker to watch for.
in case i forgot to mention within the last two paragraphes, buy gold, and keep buying, fear not, salvation will come.
chugs, jay |
