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

To: Paul Senior who wrote (35898)	6/19/2008 8:20:15 AM
From: elmatador	Read Replies (1) \| Respond to of 217574

Elmat's biggest discover. Inflation exists when one 'anchor' price (fixed and firm and no subject to twinkling) exists and against which other prices are measured. Does inflation exist when EVERYTHING is going up ALL AT ONCE? Think Einstein relativity. If I am moving, I only can move relative to something, and my speed is only measured against the other bodies moving. Also my anchor is subject to Heisenberg's Uncertainty principle. As soon as I measure and publish my inflation rate, immediately it moves. That happens based on market's perception that it creates on the market. Goods were priced in USD. USD and the US inflation were the anchors. Achor -that thing that should be fixed into the ocean floor holding that VLCC oil tanker is now a Styrofoam bubbling on top of the ocean. Now market and economists alike are measuring their price versus Styrofoam anchor bubbling on top of the ocean waves moving up and down. Can we call that inflation? No we cannot. Theory of the communicating vases. As soon as you let the vases communicate, the water flow until all the vases are at the same level. Unless there are taps that can be closed or and open. The big vase that hogged all the water and let the others dry, is trying to keep its water level as much as possible, by pumping water into its vase (printing USD money) to avoid the inevitable. That makes more and more water flow into the low level vases (a.k.a. emerging markets). Today the emerging vases are getting full and fuller because the torrent of water coming from the big vase USA. If all the vases are getting full all at once there is no inflation at all.

To: Paul Senior who wrote (35898)	6/19/2008 12:35:06 PM
From: elmatador	Respond to of 217574

US Education group Apollo offer BRL2.5 billion for Brazil's Objetivo. Founded by professor João Carlos Di Genio, Objetivo owns colégio Objetivo e da Universidade Paulista (UNIP), has more de 130 000 students, 27 campi e 700 schools Di Genio contracted Merrill Lynch, and Apollo group contracted Morgan Stanley to advice. 130.000 students is about 1/2 Iceland’s total population. I took Experiment from the American Curriculum School and am putting her on a Brazilian Private school. They produce educated kids like in a factory. Public schools went down during the Lost Decade and everyone started putting their kids in Private schools. It developed in a massive business. There is one (Curitiba's Positivo) here it has its own brand of computers. Positivo Informatica mffais.com Educational sector consolidating. Anhanguera, first university to open capital made a series of acquisitions. Recently GP Investimentos got into the sector with BRL259 millions for a 20% chunk of Estácio de Sá, Brazil's biggest university. GP plans to follow Anhanguera, buying smaller schools and getting scale. Apollo founded in the late 70, owns universities and schools in 40 American states with a 2007 revenue USD2.7billion. Last year it joined in a partnership with private equity group Carlyle. Their goal is to buy schools outside the US. Translated from EXAME: portalexame.abril.uol.com.br

To: Paul Senior who wrote (35898)	6/24/2008 9:37:30 PM
From: elmatador	Respond to of 217574

Caterpillar to buy Brazilian train component maker A global boom in mining and farm production has spurred demand for building up infrastructure in countries like Brazil, so producers can more easily tap export markets. Caterpillar to buy Brazilian train component maker Tue Jun 24, 2008 3:25pm BST Email \| Print \| Share\| Single Page\| Recommend (-) [-] Text [+] (Adds detail on MGE, dateline, stock move) NEW YORK/SAO PAULO, June 24 (Reuters) - Heavy machinery maker Caterpillar Inc (CAT.N: Quote, Profile, Research) said on Tuesday it will buy Brazil's privately-held MGE Equipamentos & Servicos Ferroviarios Ltda, a maker of motors and other components for locomotives and train cars. Terms were not disclosed. MGE was founded in 1991 and has about 400 employees. The deal is part of Caterpillar's goal of expanding its Progress Rail Services division internationally, and marks the division's first expansion outside the United States, Canada and Mexico, Caterpillar said. "(Caterpillar) wants to expand their presence in rail services outside the U.S., so they decided to establish an operation in Brazil and started to talk with us five months ago," said Ronaldo Moriyama, MGE's general director, in a telephone interview. A global boom in mining and farm production has spurred demand for building up infrastructure in countries like Brazil, so producers can more easily tap export markets. "The industry is investing heavily in logistics for commodities transportation and passengers," Moriyama said. Sao Paulo state will invest 16 billion reais ($10 billion) by 2010, and a rapid train link between Rio de Janeiro and Sao Paulo is being considered, he added. Progress Rail has many 'used' locomotives in the United States that can be upgraded in Brazil with Caterpillar engines, then leased in South America, Moriyama said. While a new locomotive can be delivered in about 14 months, upgrading a used one takes about 90 days. Caterpillar shares, part of the Dow Jones industrial average .DJI, were down $2.09 at $77.88 in early trading on the New York Stock Exchange, part of a broad stock market decline spurred by a profit warning from package shipper UPS (UPS.N: Quote, Profile, Research). ($1=1.609 reais) (Reporting by Nick Zieminski in New York, Alberto Alerigi in Sao Paulo, editing by Dave Zimmerman) © Thomson Reuters 2008 All rights reserved. Share:Del.icio.usDiggMixxMy WebFacebookNewsvine

To: Paul Senior who wrote (35898)	7/2/2008 5:44:28 PM
From: elmatador	Read Replies (1) \| Respond to of 217574

WEG Electrical Motors. weg.net An integrated juggernaut. Buy their own copper and make their own copper wires. The paint which the wires use, for insulation? They manufacture that paint. Give 10% discount if customer handsover old motor. Scavenge old motor for the copper and other materials. Best steel for motors in the world. Employs 300 machine engineers. Why? Worse than Japanese in the 60's. Buy one machine. 300 engineers attack it. Reverse engineer it and build more of the same machine themselves. One of the 5 companies in the world that make 500KVA transformers Sells for ethanol distilleries. All kind factories. investidores.weg.com.br