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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 (65080)	7/2/2006 3:12:40 AM
From: TobagoJack	Read Replies (4) \| Respond to of 110194

GST, It would appear that: (1) China has dramatically upgraded emphasis on relationships with the Islamic nations, especially the ones with oil, (2) A officialdom-encouraged Beijing to Morocco auto rally will highlight relationship emphasis, travelling the silk route and going through 16 nations during October to December of this year (3) State and private enterprises are being rallied to invest in each and every 16 of the nations, aggregated into sino-industrial / processing parks, all with contractor protection I would guess that a similar rally and investment initiative by the Homeland will probably be received differently, requiring aircover and special ops ;0) (5) Saudi Investment Authority is making a big splash between Hong Kong and Beijing, making it clear that money will go where money is welcomed ... a simple truth, and if it is lost, there will be more oozing out of the ground (6) It will be all about oil, gas, pipe lines, down stream processing, support material processing, and consumer goods distribution (7) The blue print does not seem to make mention of axis of this or coalition of that, homeland of somewhere else, and certainly no words about crusades and such, all seems quite above board and friendly, and certainly nothing about killing innocents, maiming children and raping women, followed up by coverups and insincere trials (8) The locals everywhere, bar none, at all levels, seem enthusiastic. In regard to China collapse, I am still waiting, and in the meantime, made a substantial investment in China consumer play Message 22585913 , since cannot wait forever. Concerning the conspiracy theory that the US trying to encourage China collapse via higher oil price, I fear USD 100/barrel may not be enough ;0) As to something about train wreck crackup boom and such, not particularly worried as yet Message 22588397 , calling BurnAndKaput's bluff. In any case, the certain housing collapse, whether due simply to high prices or complicatedly to drying of Japanese liquidity, will matter to leveraged high-cost housing owners in the first instance, and will at most have a second or even third order effect to the world at large. It is not as if the rest of the world will stop improving living standards just because some spendthrifts decides to commit financial suicide. I mean, after all, who needs unhealthy growth? Another interesting thing ... some tough-talking ex-big shot USA officialdom is now scoping for energy investment in China on private basis. Did I forget to mention as a part of above item (5) that "money will go where money is welcomed ... a simple truth"? :0) Chugs, J P.s. recommendation, buy gold.