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

To: Crimson Ghost who wrote (12891)	12/23/2006 10:41:47 AM
From: KyrosL	Respond to of 218142

I think the article makes a lot of valid points, but leaves one huge question unasked: what happens when the Asian manufacturers and coders become serious creators of brands and other intellectual property? When will such a development happen? This will obviously upset the bullish applecart. Another phenomenon the article does not touch upon is Japan, which is the owner of lots of brands and intellectual property, outsources lots of its manufacturing, and yet manages to also accumulate huge trade surpluses and keep its consumption firmly under control. What happens if the rest of Asia evolves like Japan, as is likely, IMO? It seems to me that in that case Buffett may turn out to be right after all. The article is here: Message 23126461