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To: TobagoJack who wrote (53022)	8/2/2009 4:49:34 AM
From: elmatador	Respond to of 218201

describing the concept of capital placeholding. capitalize the assets by deflection. send capital to a place that can hold it backed up by material. Backing up capital by material goods is called capitalization of said material goods. capital placeholders must adhere to China goals. Capital inside a geographic location is no good. That because it only bids up the price of the limited amount of goods to be capitalized. Thus the capital has to be place in capital placeholders.

To: TobagoJack who wrote (53022)	8/2/2009 4:54:35 AM
From: elmatador	Respond to of 218201

How capital placeholding works: Place capital where it ca be held backed up by material goods. Say having a share on subsalt oil at a tiny portion of reserves, five days reserve gowth is equivalent of USD10billion invested in Brazilian subsalt oil. the UD10billion will return as China claims the goods that China will need in the future. placeholding the capital creates wealth at same time guarantees access to material goods China needs. Compare with: Navy fleets, airbases, propping up disgusting regimes, punitive expeditions, embargoes, demoniziation of foreign dinataries, arming rebels to destabilize regimes and all assorted evil weapons the Anglos have been using for the past 150 years or so.

To: TobagoJack who wrote (53022)	8/2/2009 8:38:03 AM
From: carranza2	1 Recommendation Respond to of 218201

contraryinvestor.com Thoughtful, long. The takeaway: In short, on a twelve month moving average basis, the foreign community has become a net seller of US government agency paper. This is a first in historical experience, despite the fact that the agencies are now official members of the government witness protection program (and just think, their names don’t even end in vowels). In terms of US corporate debt, foreign appetite has vanished. The twelve-month moving average of purchases of US corporate debt by the foreign sector went into negative territory as of May. For years we have argued that to influence change, the foreign community did not need to dump their US financial assets, they merely needed to stop buying. We’re there in terms of agency and corporate paper. Finally, foreign buying of US equities has ticked up a bit in recent months, but of course it’s following the rhythm and direction of US and global equity markets on a short-term basis. ******* In other words, the foreign community has been “funding” the US trade gap. But the numbers clearly tell us that as of now, that is no more. In addition to funding the massive economic and banking sector/financial sector stimulus/bailout of the moment, funding the trade deficit absent foreign flows is also now an issue for the US. So there you have it. A little self-indulgent looking out the window and pondering the current message of a generational earthquake that is now upon us. What does all of this mean to our investing activities ahead? First, these comments are very much about the development of long-term trends as opposed to suggesting outcomes or pointing to conclusions about the short term. As we stated, we need to watch global flows of capital in that they will influence relative global currency values and country specific domestic interest rates over time, in addition to the ability of specific countries and regions to grow their own economies in terms of rate of change.

To: TobagoJack who wrote (53022)	8/2/2009 11:22:32 PM
From: Box-By-The-Riviera™	3 Recommendations Read Replies (1) \| Respond to of 218201

Message 25832727 did you hear. people are in the gutter in germany and swiss. all hell has broken loose, all safety nets slashed, people falling through them like giant hail stones from outer space. hindenburg screams abound. so loud, you can hear them at that very aerodrome in lakehurst. elmat says its all happening with a great lack of passion, a kind of emotionless moribund passing look, as it all goes by. and you with your bag of gold nuggets raving about money rock and yet ready to flee in a second to no place on earth you have yet to reccomend. and i watch all of you and wonder to your mirror, who the fairest is, of you all. and of all your associates, i wonder nothing, rich men with dead eyes. souls traded for dying connections to a crumbling edifice. pretending there's still a game on. doesn't matter who you are any more when your whole job is to hide what you have won before. instantly, who you were, no longer matters one tiny little bit to anyone. any cocktail party pretending otherwise, would be like hanging out for last call with mr. astor drinking top shelf just before the ship goes down. all hail the mighty titannics.