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


To: TobagoJack who wrote (31475)3/21/2008 7:11:55 AM
From: elmatador  Respond to of 218701
 
Ateention to detail. Never leave anything by the side of the road. Follow everything thoroughly.

People who have these skils are good for pole climbing project management.

Those skills are good to track world economic events. Root causes and what is major and what is not.

Keeping in mind that the thread specifically states its intention to fight easy and simple conclusions.

Separating two things:

One the weight of commodities in Bovespa. PBR Vale almost one third.

The other is the weight of commodities in the Brazilian economy as a whole.

When one thing is too cheap (under a given set of circumstances) and reaches its true value it skyrockets once that very set of circumstances change.

When one thing is too over priced (due to capital hogging) its true value plummets precipitously to earth. Precipitously as falling off a precipices.

Or falling off a cliff for the ones not as sophisticated as me and you.

Thus 1.500% is just going to where it should have been before. Nothing to write home about. Now you can't compare with some inflated market that goes -say 80%- above its already inflated level.

Bote the dead give away: coal. When you think about coal you think Brazil, right? The pallete of exports of the country is much varied.

Let me give an example of the 1500% increase:



Would anyone (perhaps Elroy) belive that those people eating meat are going to become vegetarians? Or they will be eating more and more meat henceforth?

The shirtless -before they get shirts they eat better food. And they won't go back to eat the food they were eating before.

This is fo course a little example. But gives an idea of where we were. where we are and where we are going to be in 15 years.