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

To: KyrosL who wrote (74318)	5/19/2011 12:20:07 AM
From: Cogito Ergo Sum	Respond to of 219196

Well Kyrosl.. I dunno.. I am only on page four and I see the productivity issue which sounds like stuff I have said as a huge issue ... :o) Lets see about the rest ... said in the context of Does not match this board's expectations and world view. based on your comment though I am expecting a twist :O) TBS

To: KyrosL who wrote (74318)	5/19/2011 1:11:52 AM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 219196

Read it all... The end case for US winds is tenuous IMO... The IP economy productivity issues alone belies that IMO.. No solid case for USD reserve currency winning over gold either that I see... Sounds like more of a global death spiral ...but very good read... THX

To: KyrosL who wrote (74318)	5/19/2011 8:16:21 PM
From: TobagoJack	Respond to of 219196

too optimistic

To: KyrosL who wrote (74318)	5/19/2011 8:36:01 PM
From: tom pope	Respond to of 219196

Very interesting, and a more (cliche alert) granular explanation than Chanos' - Wow there's a lot of residential building in China! The Chinese have shown themselves to be adept at managing their economy (adepter than us, at least), and we have to hope they continue to pull off the improbable. (OTOH - this is what Lapolla wrote six months ago. Six months don't prove him wrong, but they do prove that forecasting the future is tough.) And although such cataclysmic shocks rarely result in rhythmic, straight line fractures, the chain of price adjustments should be relatively clear. Accordingly, we expect a shockingly powerful rally in the dollar, broad-based weakness across the commodity sector, a dramatic widening of emerging market credit spreads, and what could prove to be a stampede of hot fund flows out of the emerging markets.