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

To: dvdw© who wrote (36378)	7/6/2008 10:38:14 AM
From: elmatador	Respond to of 218892

narrowing the gap between perception and reality A capitalized sector vs. a de-capitalized sector. If there is investment available, a sector grows. If there is not, it doesn’t grow. The resources’ sector was de-capitalized, under invested for a quarter of a century. Other sectors were over-capitalized. The high-tech sector was over capitalized, over invested. That created a plethora of technologies that today we can certainly says it will last for another 8 years at least. The resources sector, stared of capital, has not the scale today to supply the market. That creates bottlenecks in the supply chain. The only solution is to capitalize sectors to balance supply and demand. The quarter of a century of underinvestment on the resources; sector is now blowing back to OECD countries that hogged capital. The first stage of a re-pricing of resources assets and re-directing flows of capital (2003 – 2007) has passed. 2008-2012 will prove to much more interesting. Today firms are capitalized, and have easier access to capital, perceptions have changed and the pain of high prices (cased by bottlenecks in the resources sectors). Perceptions is what move capital. Mis-perception about economics moves capital too. Creation of artificial perceptions also forces capital to move. The beauty of today is that information flows faster. We have a much more variety of information flown is cheap to acquire, store and disseminate information. This causes perceptions to be formed much more based on reality than in the past. In the past information was controlled because people knew very well the value of forming perceptions. Form perception and capital will fly very well! I see today is no more than narrowing the gap between perception and reality

To: dvdw© who wrote (36378)	7/6/2008 10:55:55 AM
From: elmatador	Respond to of 218892

As an investor you have to perceive and act. If you do not get it, you will lose money. If you perceive rightly; you will make money. There are people who will never make money. There are people who will make money for a while and then lose it. There are people who will keep making money no matter what. That capacity to keep the ears to the ground and having the gift of the art of the long view is what separates the winner from the loser. There were people whom for a moment were able to ride a wave and had made money. All the downsized, earlier retired and made redundant fall in this category. Those were people who had perceived the direction the wind was blowing and profit from it. But they made the mistake that that was a birth right and forgot to keep the eyes on the road ahead. People who could not fathom the speed the economy was going, and the sharp turns it would take. People whose perceptions cloud the views of reality must be dealt ruthlessly. Extirpated like a weed. Those who create noise to dampen the voice of reason to be heard must be dealt the way we deal with a hydrophobic dog. For there are two ways to create mis-perception. First to artificially create a view of reality to be fed to the ignorant. That’s why we have mass media. Second, there is the way the ignorant themselves create the false perceptions and no one bother to go there and tell them they are wrong. Obviously because people on the know profit from the mass ignorance. Know why democracy is the sacred cow it is considered to be? Because it gives advantage to the ones who know vs. the ignorant masses. Democracy is a good system to manoeuver masses. Bloodlessly.