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

To: Rolla Coasta who wrote (36664)	7/7/2008 6:14:59 AM
From: TobagoJack	Read Replies (2) \| Respond to of 219590

- food inflation is good for majority of china's population and longer term development at this juncture, and officialdom is in fact not *yet* alarmed except in public for public consumption - can take that fact to the bank there is no shortage of food, there is just a pricing issue due to fiat money inflation, and the urban middle class must now give back some goodness soon they will naturally gravitate towards monetary salvation aka gold. let it be so. - housing inflation on mainland is being dealt with, by way of credit levers and debt buttons, and to be lauded - commodity metals and energy inflation is global, and solution can only be local at the margin and no more - on real estate development in hkg, a credit crunch induced drubbing on new construction would be very good news, as otoh, our rental contracts under wonderful common law is locked-in good for 18-24-50 months, property dependent, and otoh, must buy more at substantially, and only at substantially cheaper prices so as to enjoy a quickie 300+% gain over a short elapsed time such as 18-24 months - am now in beijing, had a good meeting, may have an 'in' to power project in the philippines, due in part to strategic backing with contribution to success factors, and in other part due to credit crunch on american companies operating overseas raise the jolly roger ! - i dunno, but at basically 1/3 each of balance sheet allocations to (i) rental real estate, (ii) energy+gold+ shorts against usa finance and usa real estate, and (iii) cash of all flavors, all on unleveraged basis, and with good contracts locked-in for income statements of operating as well as passive flows, even i cannot imagine what i seriously need to worry about in the true sense, other than wishing to feel participative - in a sentence, "bring it on!" - after all, we are coming closer to the event horizon of collapse, and approaching the point of destination, the singularity where all energy converge for the big 'flationary bang - it is not as if we of the thread had no time to ponder, prepare, position, and get ready for. - as i survey the arena, i feel bullish in a manner of meaning, for all the not-pc reasons, and do so with clear conscience, because, unlike sub-prime evilette cb ilaine, i had not cheered on anyone towards the positions as mouthed by chief decider bush, sir maestro greensputin, and charlatan ben helicopter burnandkaput - i am, however, very much concerned for the next generation, but feel comforted that teotwawki will dawn as we cross the dark interregnum however long - we just need to make it to the other side, and pay the ferryman as we go - i understand that some russian (stae/private) and iranian (privatization) companies are considering to list in freedom money roock hong kong as opposed to empire puppy dog wastrel and police state london, and if so when so, bullish

To: Rolla Coasta who wrote (36664)	7/7/2008 10:41:59 AM
From: elmatador	Read Replies (1) \| Respond to of 219590

Regime change in LATAM: Cuba Castro's out. Chavez being 'pacified'. Message 24734656 Colombia getting rid of FARC. canada.com Peru is skyrocketing... Peru's economy grows 13 percent in April compared to previous year International Herald Tribune, France - Jun 17, 2008 AP LIMA, Peru: Peru's economy grew more than 13 percent in April compared to April 2007 — the largest monthly increase in 13 years, the government said. ... Need to put Argentina on the right track though.