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

To: Haim R. Branisteanu who wrote (43779)	12/12/2008 6:15:35 AM
From: TobagoJack	Respond to of 217767

crude for many things chemical as well as powering cars thermal coal for electricity, full stop, practically speaking

To: Haim R. Branisteanu who wrote (43779)	12/12/2008 7:52:49 AM
From: THE ANT	Read Replies (2) \| Respond to of 217767

Haim,I remember in Israel you told me you thought the money supply might suddenly gain traction(velocity go up I guess)and assets rise.The problem is that asset values are largely controlled by credit availability not just now but in the medium term also.Thus, even if the government says dont worry we will keep this money there long term do you think they will in an inflation spike?The long term credit to GDP ratio determines asset values.We all thought(I felt it was remotely possible)that the new financial vehicles/developments might of been a super glue which would hold together credit at record levels of GDP.When this turned out to be smoke and mirrors and it appears credit to GDP will return to the old ratio then all asset values have to adjust.That is why banks dont lend and we will not borrow.That is the right thing to do.Next,asset adjustment down has increased asset yield and if one bought assets without debt it would not be as bad.The problem is most assets bought on credit.Finally,something I dont hear talked about much,as asset yield has increased,if they were not bought on credit and if they need not be sold in retirement then a retiree need not worry.The problem is that most people will be using both the yield and selling down assets to live into retirement.This is where they get hurt.A unit of labor has just gone up at least 2X relative to assets(due to credit bubble burst as it was smoke and mirrors and not a paradigm shift)How are the retirees going to pay those youngsters to take care of them?Savings goes up and USA consumption glutton goes cold turkey.

To: Haim R. Branisteanu who wrote (43779)	12/13/2008 4:21:11 PM
From: elmatador	1 Recommendation Respond to of 217767

"taking advantage of the extremely low shipping costs. China, which seldom buys sugar from the world's biggest producer Brazil, bought 200,000-300,000 metric tons recently, taking advantage of the extremely low shipping costs, a trader said Friday. "Two sugar companies bought the raw sugar at a cost, insurance and freight price of $250-$260/ton in the past one or two months, which should bring them decent profit margins," said the trader with an international commodity trading house in Beijing ... Now that even China has bought from Brazil, "it's very likely more Asian consumers, which traditionally import from Thailand, are likely to buy better Brazilian sugar," said an executive with a trading firm in Bangkok. Traders said India, Malaysia and South Korea will likely start buying from Brazil as well. news.alibaba.com Keep eyes open many things will hold the prices. Many opportunities will open too as repricing gets under way. This sugar could have been ethanol going to the US had the tariff been dropped by Bush administration.