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


To: carranza2 who wrote (67307)10/18/2010 1:19:59 AM
From: abuelita  Respond to of 217705
 
i'm definitely with you on the toilet tissue.



To: carranza2 who wrote (67307)10/18/2010 1:44:57 AM
From: TobagoJack  Respond to of 217705
 
just in in-tray,

player m:Had dinner with a guy in from Xiamen.
He reported that apartments have gone up 300% in about 3 years time.
Noted that if you rented it out and had a 50% mortgage, you'd end up with a negative yield.
So Vancouver's Coal Harbour net yields of 0% looks decent and Hong Kong's yields of 2-3% on residential looks like an absolute steal.

He's in the manufacturing business and he's seeing immense inflationary pressures on inputs piled on deflationary top line revenues when priced in RMB. Chinese manufacturers are probably going to have two choices. Shut down or raise prices. They are passing along some of the increases, but most retailers in the US are either eating a bit of it themselves or repackaging their products as "new & improved" allowing them to subtly hike prices.

Noted that a very basic steel chair sold at Walmart in 1994 for $8.88. Today, 16 years later, it sells for $8.88.....

Looks like the game will go on for a while. But when and if inflation returns and Central Banks are forced to raise rates in both nominal and real terms, the damage this time is going to be much greater than in the late 70's, early 80's! But as we know, the question is "when?"

player tj: << But when and if inflation returns and Central Banks are forced to raise rates in both nominal and real terms ...>>

increasing from -4% to a positive 0.001%?

7-15 years to go before hell freezes over and k-winter arrives.

if de facto 10-18% inflation is not causing central banks to raise rates now, what would be another 5% addition to inflation meter? nothing.

buy gold.

oops, must check current price ... hold ... 1361 ... seems ok

i fear

player m: A bit long, but pretty funny.

iowahawk.typepad.com



To: carranza2 who wrote (67307)10/20/2010 2:41:06 AM
From: elmatador  Read Replies (1) | Respond to of 217705
 
C2 I was in Germany March 09. Before (80s, I'dd go to a shop and picked up, shirts, socks and underwear and a few shoes the day before you would fly back to Africa.

No need to choose much since it was always cheap stuff which would be given to my driver and cook before one year.

I was suprised how good the cheap stuff was. It actually lasted.

Because my time is most spent on those countries I usually work in, I don't care what I wear for work or even travelling out of the country.

This time I did similar thing. To my surprise I discovered the stuff is really low quality.



To: carranza2 who wrote (67307)10/21/2010 5:45:56 AM
From: Snowshoe  Read Replies (1) | Respond to of 217705
 
Just saw this item re bespoke shirts...

To Sell Custom Shirts, J. Hilburn Borrows From Avon, Amazon
bloomberg.com

Shoppers cannot buy shirts by J. Hilburn, a Dallas startup that sells custom-made menswear, in any retail stores, on Amazon.com, or anywhere else online, for that matter. Nonetheless, the company expects to sell 60,000 of them in 2010.

All the sales are made by commission sales reps who visit customers in their homes or offices to take measurements and suggest fabrics and styles. They send the selections to J. Hilburn’s factory outside Macau, China, where shirts are cut and sewn from Italian fabric. Buyers get them in two to three weeks. J. Hilburn’s custom shirts cost between $80 and $150, considerably less than garments of the same fabrics at high-end stores, the founders say.


P.S. For tp try Cottonelle