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


To: KyrosL who wrote (88402)3/25/2012 3:28:55 PM
From: carranza2  Respond to of 218074
 
Very good points.



To: KyrosL who wrote (88402)3/26/2012 1:31:15 AM
From: elmatador  Respond to of 218074
 
"One reason for the seeming miracle is the surge in oil/gas production" Petrolization of the US economy as I keep saying."

Silicon Valley is out. Texas is in.

Technology is out. Materials are in.



To: KyrosL who wrote (88402)3/26/2012 2:52:19 AM
From: Hawkmoon1 Recommendation  Read Replies (1) | Respond to of 218074
 
I'm not sure about a surge in housing, except purchases by speculators who will discover that the American consumer is struggling with a serious debt load, combined with lower wages. Someone has to live in those houses and if the price point is beyond their reach, they will opt to rent.

I still think we're in for a period of deflation and deleveraging. Too much debt has be removed so that people have discretionary income. And then they need decent paying, and secure, jobs in order to service that debt.

I do agree that LNG is a growing sector.. It's good to see progress being made in making the US more energy independent as this will mean more $$ remain within our borders, rather than being exported overseas.

But the only means of creating demand is by advancing new tech, and training our people to be involved in these new industries.

Hawk