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


To: THE ANT who wrote (43246)11/30/2008 2:50:35 AM
From: elmatador1 Recommendation  Respond to of 217553
 
Hi klaser. They should not move at all until March. The readjustment that started Aug. 2007 needed a whole year to percolate through the real economy and (most important) through the minds of electorates).

US election out of the way.
Speculators got out of the real economy
Yen went back to Japan.
Banks being sorted out.
Currencies revalued
Stimulus plans coming and proving utterly inefective
Companies seeing the abyss
Wings being clipped (Russia, Iran, Venezuela)
People being brought to the table to discuss options

2009 is the year of surveying the landscape. let the dust settle. smoke clear. Bury bodies.
2010 is time to soil test and look what can be construted on top of the desolate area.



To: THE ANT who wrote (43246)12/1/2008 3:04:11 PM
From: elmatador  Read Replies (1) | Respond to of 217553
 
"imports fell by more than exports...posted a trade surplus of $1.61 billion in November after a $1.2 billion October surplus, government data showed, bringing to $22.43 billion the surplus for the year to date."

Brazucas cut importation ending the buying binge.

Cars' buying binge slowing significanly too.



To: THE ANT who wrote (43246)12/3/2008 2:24:57 PM
From: elmatador  Respond to of 217553
 
Moving to slow? "For sure, most EM countries have eased policy to one degree or another - some of them aggressively. But a few EM CBs have stuck to their guns....for now. Therein lies opportunity. One of the best out there at the moment is Brazil."

seekingalpha.com