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


To: carranza2 who wrote (20412)7/24/2007 7:10:55 PM
From: TobagoJack  Read Replies (1) | Respond to of 217571
 
citibank just got booted from top spot in market cap

the shape of events to come, and keep coming

surge like

onslaught fashion

inevitably



To: carranza2 who wrote (20412)7/25/2007 1:08:55 AM
From: elmatador  Respond to of 217571
 
You are using my erection for your orgasm. I am the one that is saying the Caterpillar and GM will help the US by riding in the coat tails of growth elsewhere.

I am the one who came here and explained what Switerlandization is: using Nestle as the example. 98% of all nestle products are sold abroad.

That all said, we can certailny say. The US economy is hollowed up.

Because I am the one saying here: 30% of all corporate profits from US companies come from the financial sector.

Now decoupling, that decoupling that is not a meme, it is a shorthand for all that I have to elaborate.

"There is a lot more to be said about 'decoupling' "

Iam hearing I am hearing it. This thread is the place to tell about it. But I hear only Elmat elaborating on it.
I can see people, slowly nudging into the acceptance of the fact.



To: carranza2 who wrote (20412)7/25/2007 6:49:39 AM
From: KyrosL  Respond to of 217571
 
One key question is who will own these American companies in the not too distant future. BRIC and the oil exporters have been accumulating huge dollar reserves, and have started putting them to "work" buying up US stocks lately. The overwhelming majority of these reserves have been sitting in US treasuries and agencies. Given that these reserves will keep accumulating for the foreseeable future, I can see a situation in, say, ten years, where China, Russia, the Emirates, etc. own substantial stakes, if not the majority, of most major "American" companies.

Consider the numbers. US blue chip company capitalization is about $10 trillion. BRIC and OPEC dollar reserves are already $2 trillion and growing at more than half a trillion a year - the size of the US trade deficit. If the US trade deficit persists at present levels for another five years or so, they will have enough dollars to buy controlling majorities in ALL US blue chip companies.