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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 (44334)12/25/2008 11:02:50 AM
From: elmatador  Respond to of 217774
 
Thank you.



To: Haim R. Branisteanu who wrote (44334)12/25/2008 4:27:58 PM
From: elmatador  Read Replies (1) | Respond to of 217774
 
The Great Unwinding will start in one week. Almost 4 decades after the post-WWII buildout ended late 60's.

There is no longer 'juice' left in the OECD. Technology, North Sea oil, demographic window, great scientific breakthrough, nor credibility to create any bubble and -last but not the least- neither chance for fleece the emerging markets to save the skin.

For the first time in mankind's history we are going to see regions of great wealth and power, peacefully fall, not due to natural catastrophes, invasions, or barbarians at the gate.

Only gracefully becoming old and withering away as they return to their natural sizes.

As I have always said: This was not suppose to be cyclical. This is structural.