Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: 2MAR$ who wrote (74640)	5/28/2011 10:33:21 PM
From: TobagoJack	Read Replies (4) \| Respond to of 217804

<<Culture clash complicates China's Brazil push>> ... both sides shall begin to meet in the middle as true civilization clashes with genuine pop culture in the mean time, an e-mail trail From: J Sent: Sun, May 29, 2011 5:06:20 AM Subject: Re: Comments - Week of May 23 doc w, might do well to follow up with a piece by gordon chang and then complete the trio with a stratfor summary ;0) the joy of the journey we are on is in part imparted by fellow travelers getting it wrong, and wrong for a life time. on the subject of china we have one such opportunity to get it wrong over a life time. china cannot collapse because it collapsed and is now at the bottom of its long cycle. cheers, j From: J Sent: Sun, May 29, 2011 4:48:13 AM Subject: Re: Comments - Week of May 23 as mentioned earlier, i believe the resource 'boom' is really just getting started, and would play an important part in resolution of the simultaneous equations of standard of income vs balance sheet vs living across the planet, as one person's cost is another folk's revenue and ... words fail me ... something about as the water level levels out. as all numbers would change in such a killing arena and reflect on the potentially long-cycle timeframe - use time-lapse mental visualization of the physics and the chemistry involved in grinding capital savings & wealth down into pellets, dissolve in acid and transform ... too ugly (i) unless and until we believe we know what (i.e. inconvenient rice, handy platinum, winsome real estate amongst large crowds) would definitively go up and stay higher than now, and (ii) which (i.e. paper monies of all domains, immovable assets residing w/i banana empires) would collapse down and remain irrelevant heap over a basing period that could easily last beyond our life times, (iii) we must hold something (i.e. basket of somethings or a lot of one element) that would stay at least constant. what holds constant? drum roll ... etc etc From: R Sent: Sat, May 28, 2011 10:13:53 PM Subject: Re: Comments - Week of May 23 regarding inflation in China and the domino effect..... coincidentally, I was at a good friend's house for dinner last night, with a daughter in law who is from Taiwan. Her mother is our "supplier" of excellent Taiwanese "high mountain" tea. She said their source is no longer selling tea to local Taiwanese except to friends and family. The reason is the mainlanders are buying up the tea in bulk and paying prices as much as 10X as what the growers were getting before. I wonder what would happen to coffee prices if the billion Chinese develops a taste for a good cup of expresso? From: W Sent: 28 May 2011 04:34 Subject: RE: Comments - Week of May 23 Small Business survey tells the same story every month. Government is the problem. Nothing else. Attached is our latest china report (please don’t circulate to fund managers as I need them to subscribe!!). Sorry jay. W From: M Sent: Friday, May 27, 2011 11:53 PM Subject: Re: Comments - Week of May 23 Stephen L. Carter bloomberg.com Read the whole thing..... SNIP: The man in the aisle seat is trying to tell me why he refuses to hire anybody. His business is successful, he says, as the 737 cruises smoothly eastward. Demand for his product is up. But he still won’t hire. “Why not?” “Because I don’t know how much it will cost,” he explains. “How can I hire new workers today, when I don’t know how much they will cost me tomorrow?” He’s referring not to wages, but to regulation: He has no way of telling what new rules will go into effect when. His business, although it covers several states, operates on low margins. He can’t afford to take the chance of losing what little profit there is to the next round of regulatory changes. And so he’s hiring nobody until he has some certainty about cost. It’s a little odd to be having this conversation as the news media keep insisting that private employment is picking up. But as economists have pointed out to all who will listen, the only real change is that the rate of layoffs has slowed. Fewer than one of six small businesses added jobs last year, and not many more expect to do so this year. The private sector is creating no more new jobs than it was a year ago; the man in the aisle seat is trying to tell me why. On the way to my connection, I ponder. As an academic with an interest in policy, I tend to see businesses as abstractions, fitting into a theory or a data set. Most policy makers do the same. We rarely encounter the simple human face of the less- than-giant businesses we constantly extol. And when they refuse to hire, we would often rather go on television and call them greedy than sit and talk to them about their challenges. Recessions have complex causes, but, as the man on the aisle reminded me, we do nothing to make things better when the companies on which we rely see Washington as adversary rather than partner.

To: 2MAR$ who wrote (74640)	5/30/2011 3:42:23 AM
From: elmatador	Respond to of 217804

Chinese should read Roger Bastide famous thesis of “two Brazils.” There is a saying there: "Brazil is not for beginners" The difficulties lie in the fact that is the only new culture created in the tropics. That out of a jungle made by Mediterranean whites, Negroes and a plethora of other nationalities. US is way ahead because it has this big neighboor it had to understand. Not Canada which is just Anglo with a little different flavor. devsoc.cals.cornell.edu

To: 2MAR$ who wrote (74640)	6/2/2011 8:34:27 AM
From: elmatador	1 Recommendation Respond to of 217804

Chinese fool their HQs bosses to kept the expat job! In the 70s, Siemens Germans were saying the project was taking too long because the Brazilians were lazy. I met Hans Schmidt -after I was hired by Siemens Brazil 1978- and he told me he was disgusted by that. His Brazilians were working hard. The Germans were enjoying and he got sick of reading reports sent to Munich saying the Brazilian staff was lazy. In his project he was working hard and the job was going well. He reported to Germany that his project was going fast not because of him. But because the Brazilians were working well. He was a hero among the Brazilians and was kept in the project. The other Germans were repatriated as their contracts were ending. Five years later I started working for Siemens of Germany in Nigeria. I am the one who started the trend of using foreigners for overseas projects instead of Germans as expatriates. The Germans were enjoying the expat life and to keep the cozy jobs they use to say the locals were bad. Chinese today, are doing the same. Imagine a Chinese. Gorging in Brazilina barbecue. Enjoying normal local hoplidays. Learning with the Brazilians how the jobs are done. Would you think he would relinquish his position and want to go back to Shenzen? No way, José!

To: 2MAR$ who wrote (74640)	6/2/2011 9:26:30 AM
From: elmatador	Respond to of 217804

CEOs Brazilian operations usually get the top job: Became GM CEO after working in Brazil: Richard Wagoner Was treasurer of GM's Brazil subsidiary and later served as managing director. Became GM President and Chief Executive Officer of General Motors CEO after working in Brazil Frederick Arthur "Fritz" Henderson From 1997 to 2000, Henderson became GM vice president and managing director of GM do Brasil covering GM operations in Brazil, Argentina, Paraguay, and Uruguay. Here he was successful in introducing small, inexpensive cars such as the Celta subcompact and the Meriva microvan, both produced in Brazil. One does not become top CEO working in Peoria, Ill. Ford Motor Co. has named the president of its Brazil operations to head its Canadian subsidiary. Barry Engle, 44, is a 15-year veteran of the company and has held senior positions at Ford operations in several countries and most recently has been president of its operations in Brazil with responsibility for six other South American countries as well. I can search may many more... Brazil is where someone learn-