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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: GST who wrote (58037)	4/12/2006 5:00:03 PM
From: sammy™ -_-	Respond to of 110194

So far as I can tell, George Mokray originated the phrase "Solar is civil defense". I think this statement is just a bit too narrow. I believe we should be saying alternative energy is civil defense. Alternate energy eliminates many of the problems which turn natural disasters and economic problems into crises. Perhaps when Americans can't afford to heat their McMansions--after they listened to Joe Schmo, and bought Hummers to commute to large energy inefficient homes--they can burn books by Schmo, in their fireplaces to generate heat. Sky WindPower Corporation is attempting to commercialize the "gyromill" concept invented by the Australian professor Bryan Roberts. The gyromill or flying electric generator (FEG) is an autogyro kite with an electric generator attached; it can be sent aloft by powering its rotors with electricity supplied through its tether, and then return power to the ground when it reaches an altitude where the wind is strong. Consumers in America, afraid of missing out on the party, madly began pulling the equity out of their rapidly appreciating homes and crowded into stores to buy huge plasma screens, expensive furniture and garden landscaping, S.U.V.s, and second and third homes on little or no money down. In fact, the American consumer was now the main pillar propping up the U.S. economy and was estimated to be contributing to some 60% of G.D.P. K-wave Winter phase of the previous long-wave was approximately the period of time between 1939-1954. Was this period bad? Not at all. The 1940s saw a war-time stock market rally and a gradual post-Depression economic recovery. It wasn't until the early '50s that the country was hit with another recession (as the K-wave was bottoming). This shows that it's possible to have K-wave Winter and still have overall rising stock prices and a relatively stable economy right up until the bitter end.

To: GST who wrote (58037)	4/13/2006 1:18:46 AM
From: mishedlo	Read Replies (2) \| Respond to of 110194

All I see is denial, SUVs, and McMansions -- the last twenty years have been nothing but things going from bad to worse. No that is not what you see. All you see is 1) a bazillion freaking cranes in China going up 2) belief that somehow that is sustainable 3) belief that China is the only story on this earth that matters 4) belief that trade with China will somehow save the whole world while ignoring a housing bust in the US, UK, and other places as totally irrelevant If China was remotely sustainable as you claim, the pollution story you see will exceed that of the US in due time if not sooner. Of course you overlook that too. There are many many reasons why this growth pattern of China is not remotely sustainable and pollution, commodity prices, oil and bubble busting elsewhere are all part of it. You ignore all of that and more in your China theories. Mish