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

To: kingfisher who wrote (26368)	12/13/2007 5:18:57 PM
From: TobagoJack	Read Replies (2) \| Respond to of 220167

know jim personally, on good terms, he is bullish lt, bearish st same as i but not as bearish on china as i am on usa, same with jim yes, storm is coming,ala 1929 but less of a big deal here

To: kingfisher who wrote (26368)	12/13/2007 10:46:43 PM
From: elmatador	Respond to of 220167

kf, we can teach a lot to the Chinese in the cloud gathering thing. It is called muck throwing in this thread. It was used for LATAM to increase risk and charge more interest when we took loans. A lot of people who went to school and learned the pseudo-science -I have to wrote this as a disclaimer to klaser- have an understanding of measuring psychology of the crowds. This per se is good. In fact should be taught at the first grade. But measuring something doesn't turn it into a science. Science like electromagnetism, universal gravitation, thermodynamics... Take the statement <<"When that money is changed into local currency, the money supply goes up like a balloon. That money, lent out by banks, fuels big investments by companies in expansion they may not need. It also sends stock and real estate values soaring and causes domestic prices to rise.">> kf you should have asked: How comes that doesn't happen to the GCC USD1.6 trillion of foreign reserves then? The simpleton author doesn't know that money goes into sovereign fund and is spread more evenly going to Africa. Like Mubadala and Etisalat investing in mobile ventures. Buying AMD stake. Rescuing the Citibank. Brazil with its tiny USD180billion is the second emerging market that feeds FDI in other countries. The first is HK. Need to spread capital more evenly is a phenomenon the economists cannot capture. They are wedded to the idea of accumulating. Not distributing. They think capital must be hogged. "China's leaders are terrified of inflation..." That has nothing to do with money pouring in. Yes there’s raising inflation but that is demand inflation. The farming sector that used to supply the poorer Chinese, can no longer cope wit the richer Chinese. Demand has changed. Production cannot cope. They need to open imports of Brazilian pork because their people are eating more protein and the local. By the same token we import stuff from China because they can do it cheaper than us.