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

To: TobagoJack who wrote (12675)	12/19/2006 2:58:20 AM
From: elmatador	Respond to of 218194

TJ, the dog is not just to lie down and drop dead. Want an example? Look to Europe: 2.000 years and they have not dropped dead. They have always changed the colors to fit the moment. The countries that understands how the game is being played, and stop looking inward, look outside and try to shield themselves, it will have a chance. The others will be paying the bill for the rest for the century. Those countries that have paid the bill for the affluence of Europe , US and Japan -post WWII- didn’t understand the game and were left pout the gentlemen agreement of Breton Woods and were screwed for over 50 years. China is not going to drop their currencies to help the US to force the US to com to the table to talk. And they were in China last week. The orgy has started. Doors will be closed and the ones left out will only pay the bill. They will not party but they will have hangovers. If they haven’t learned the lessons of history, they will be dry cleaned. LATAM, the whole South East Asia, Egypt, India, the Caucasus, Africa just to mention a few, are all places that have lost out last time, past WWII. They should smart put and shield themselves.

To: TobagoJack who wrote (12675)	12/19/2006 12:04:44 PM
From: energyplay	Read Replies (1) \| Respond to of 218194

That's a lovely little sequence. We should really blame computerized inventory control and demand forecasting for a large part of the excess liquidity. Otherwise, enormous amounts of capital would be tied up in spare parts, inventory, work-in-progress, safety stocks, etc.

To: TobagoJack who wrote (12675)	12/19/2006 5:29:34 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 218194

TJ, low cost of capital is a natural result of people living longer and longer and being better and better off. In the bad old days, investing to get a return before one turned 40 when death was likely, instead of living for the day, which could well be the last one, required a 10% return to justify the risk of never being repaid and getting to enjoy the deferred spending and profits. Nowadays, around the world, people can reasonably expect to live until their 70s or 80s or 90s. So, a 3% return is pretty good when compounded for another decade or two. Also, with so many of us wealthy beyond belief [compared with beliefs of a century ago when investment return expectations were establishing in modern economies], we have to come up with good ideas to spend our money. Sure, we can pour it down the drain, buying absurd trinkets and disposable consumer goods, super first class holidays somewhere or other. But a lot of people who have created wealth don't get kicks out of that idea. Warren Buffett and $ill Gates for example are spending it differently. They are enhancing life expectancies further and reducing costs for billions of people. By cutting costs for those at the bottom of the heap, they cut costs for those further up the totem pole. Eliminating financial entropy is an excellent thing to do which is being done more and more. Philanthropic investing means people are competing for lower and lower returns rather than spend it. $ill Gates requires a zero return on investment for his spending. We are not in trouble. We are in excellent shape. True, there are some large debtor lumps in the belly of the python, but they'll be digested with a bit of time and some Big Ben helicoptering, mortgagee auctions and asset redeployment. Excellent Financial Relativity Theory song though. yieldsz.com Thank you for that. Reminiscent of "Don't Worry, Be Happy". On the other hand, high capital cost means there are lots of excellent ideas to be invested in, with great returns from customers. When returns are so low, it means that people can't think of something really good to do with the capital. So, we are stuck in a world of low-level creative concepts but vastly improved life expectancy and wealth. Coming up with great investment ideas seems difficult. The number of ideas such as CDMA is small. Including a LED flashlight in a cyberphone would be good, but not really a fantastic idea of world-changing proportions, but that's the sort of development we are seeing for the most part. We still don't have a hydrogen fusion reactor. Cold Fusion fizzled into Con Fusion. I'll have to accelerate my Qi and GSRS [TM] programmes. Mqurice