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


To: energyplay who wrote (62203)3/25/2010 3:09:46 AM
From: elmatador  Respond to of 219648
 
The danger where money piles up. If money piles up at certain. sectors is no good.

Finance sector in the US.

Case in point taking most of the money and piling it up as houses and commercial properties.

In the case of Brazil the money is piling up into pre salt which draws money from other infrastructure projects, which the government think the oil will pay for those projects in the future.

In the case of Europe, money is piled up in Marseille, Hamburg and Rotterdam as containers with consumer goods from the rest of the worls arrives.

China fine tunes its economy (they can do it because government does what it wants without discussions in congresses and other time wasting mechanisms as we have here in the west.

It slows the flow of money going to where the people are piling.

NOTE: Chinese pile their money in real estate less by greed but more to have for the old age.



To: energyplay who wrote (62203)3/27/2010 8:58:05 AM
From: TobagoJack  Read Replies (2) | Respond to of 219648
 
hellp ep, my real estate club member, of c-class officer rank of fortune 50 company, just alerted me to two items of note:

(a) indian prime minister made a speech where he paraphrased michael dell who supposedly and probably said that businessweek.com , to the effect "... dell is not happy how they are treated in china, and would consider moving all from china to india ...".

the indian pm went in print on some indian govt site, and within hours, dell ostensibly made india take down the site.

fact remains, disengaging from china is (i) not easy, and (ii) a faster way to nothingness, for hp, and never mind lenovo, eagerly awaits, just as baidu did in the case of google.

recommendation: short dell and long hp

(b) all zhengzhou to xian flights are cancelled permanently geckogo.com , displaced by rapid rail and sent to keep appointment with disintermediation

recommendation: long ge and china rail, short boeing and airbus

cheers, tj