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

To: TobagoJack who wrote (60022)	1/17/2010 3:42:11 AM
From: elmatador	Read Replies (1) \| Respond to of 218642

There is a window when money goes to gold and this window will close. The uncertainties or the kown unkwnows will become wide open. Once that happens money will move out of gold and precious metals. I explain. It has not dawned on the market that money must go and stay where the growth is. There is a lot of noise generated by the likes of Roubini, Chanos, Krugman etc. preventing that. They are good at talking the OECD markets. They don´t know the emerging markets. There is a a dearth of knowledge of emerging markets and what those guys don´t know will hurt them. People seek refuge in gold because this uncertainty. Once the uncertain becomes certain money will leave gold behind. We have entered a phase what I call US 50's. China and Brazil already kicked up this and this means two decades of exponential growth. But those two decades will be different. Instead of building artifacts for Cold War and space races they are building infrastructure inside and develop to the outside. No capital hogging. The classes D and E are being decimated in those countries. Those classes will be wiped out by 2016 in Brazil as they move up the class strata. Those guys in emegring markets are fuelling a carnival of consumption. Consuming and producing. Not only consuming as the OECD did on its hey day. The interesting thing about Class D and E decimation is that they do not only get rich, they change society. And that is going to surprise many. Think the 60's in the OECD... While those guys in OECD are praying for a capital flight. Dreaming of a fleecing opportunity and, last but not the least, thinking that decouple did not happen, the world, i.e., the emerging markets are leaving them on the dust. The model that brough Asia up, export its way out of poverty is being superseded by the grow internally as the way out of poverty. I am on a bay where the tide is raising all the boats. Thus seating pretty in Brazilian marktet.