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

To: Bert who wrote (68297)	11/17/2010 9:06:30 PM
From: TobagoJack	1 Recommendation Respond to of 218072

attached below is one view that has merit, but i do not believe as the author does that the time is nigh. also, i am choosing to express my bullishness via optimistic metallic 'money' paired with pessimistic cash, i feel ok. the author figures on a 'moment of crisis' (i.e. the instant of momentary collapse, the flash at point singularity that lies at center of event horizon) but does not address what the likely warp-speed travel beyond behold (i.e. hyper inflation as opposed to diaper deflation, imo) zerohedge.com Knight Research' Stunning Call: "The Game Is Over" recommendation: getgold, stacksilver, pileplatinum, engage with noble, anti-bacterial, and the strategic, all precious.

To: Bert who wrote (68297)	11/19/2010 5:15:14 AM
From: elmatador	Read Replies (1) \| Respond to of 218072

The emerging market global growth story is over. The world have not seen even the foreplay. These are only the phone calls calling the girl for dinner of pasta and Chianti... The real "thing" -the bed making those cringing sounds- is way ahead still... LOL!

To: Bert who wrote (68297)	11/19/2010 11:41:14 AM
From: elmatador	Respond to of 218072

Let me go point by point: The immaturity of the developing world and their vulnerability to credit shocks and uncontrollable inflation. He's got to decide: is he talking about emerging markets, or developing world? Note that he mid-article moves from 'emerging markets' to use the term 'developing world'. Those are two different concepts. Developing world is a Cold Warb terminology bundle of countries non-OECD. Emerging markets are the major countries with significant trade presence, high GPD growth and big attractors of FDI.

To: Bert who wrote (68297)	11/19/2010 12:47:53 PM
From: elmatador	Respond to of 218072

ZH article reads more like a brain storm that after got too late for them to reach a conclusion, the decided to post to seek reactions to it. They've got everything that it is visible in the popular press: In just the past several weeks, we believe the data and government actions out of China, the back-up in US interest rates, the Fed’s emphatic commitment to QE2, intensifying pressures across the EU, broadly rising commodity prices, government efforts to control hot money flows, have finally pushed the global terms of trade to their tipping point. then concluded: We believe that the end of the Great Consumer Credit Cycle and the vast structural differences in the terms of trade between the United States, the EU, and China, have finally caught up with the secular bull thesis on Emerging Market and Commodities. Quite ironically, the Fed’s aggressive policies will likely prove to be the catalyst which breaks China’s unbridled expansion of credit and non-economic growth, ushering in a wholesale rebalancing of risk assets.