Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Haim R. Branisteanu who wrote (44621)	1/2/2009 11:32:07 AM
From: maceng2	Respond to of 217545

You make it sound as if no one saw down in 2008. nytimes.com I applaud their courage in making a prediction though. It's from such work others can make sense of what is happening. Maybe I should have charged them $100k+ each to peek at my thread -g- Subject 57037

To: Haim R. Branisteanu who wrote (44621)	1/2/2009 1:56:26 PM
From: elmatador	Respond to of 217545

Bovespa best start to the year since 1992. bloomberg.com

To: Haim R. Branisteanu who wrote (44621)	1/3/2009 6:11:30 AM
From: elmatador	Read Replies (1) \| Respond to of 217545

I believe in 'The Set of Circumstances'. Since 'The Set of Circumstances' keeps moving with time, it cannot be captured in models. 'The Set of Circumstances' doesn't lend itself to analysis. It only can be recognized by historians. Historians are not useful to the market because they deal with the past while markets need someone to tell them the future as history. For example: Bernanke is an expert in the Depression but that has not helped him dealing with the present. Generals prepare to fight the past war. Once a given 'Set of Circumstances' sets in and it is recognized and made use of it it creates a force that takes decades to wear off. 'The Set of Circumstances' delivered on a plate to the US gave it a good 100 years of wealth: 'The Set of Circumstances' for the US was: Large territory, millions of pliable poor people ready to move in, science blossoming, landmass away from the old powers' invasion. France (enemey of its enemy Britain) was its friend. All competiton wipped out in two wars. That set of circumstances pput the US where it stood for the past cetury. That 'Set of Circumstances' having now disappeared, the US is returning to its natural size (some 15% of world GDP). No surprise of the deflation, re-pricing re-balancing or whatever we wish to call it. Since I know already that, I am just working out the new 'Set of Circumstances' and seeing who is going to come out on top.