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

To: Cogito Ergo Sum who wrote (90327)	5/16/2012 9:53:21 PM
From: TobagoJack	Read Replies (3) \| Respond to of 219787

a review, i reiterate the 18bil number and widening and china is fine wanted to and tried hard to slow down the economy is succeeding then wait for the starting bell looking into the future per overarching macro we remain constructive on mcd, to engage with the new sovereign kingdom, and to count on more food-stamping fed supplicants feeding at the other side of the dam, as the water level on both sides equalize per globalization "inflation of the east and deflation of the west" protocol enhanced with ever cheaper and very clean energy available everywhere for ocean transportation enabling the shipping of ever larger items bigger than the san francisco bay bridge in line w/ inflation of everything we need and deflation of much what everybody else have gold is a china play, and the one china play that hedges out all other china plays bloomberg.com lngworldnews.com bloomberg.com nytimes.com bloomberg.com zerohedge.com adore the japanese they are trying to front run ft.com china has been trying very hard to slow down the economy, is succeeding after much effort. end of that story. loan demand is nil? maybe everybody waiting for the bell. know a friend who just paid usd 12m for assets of the bankrupt usa solar company evergreen solar - usd 200+m of brand new equipment in china, and he intends to restart biz with china bank loans that no one supposedly want china exports less toys because customers cannot pay to buy, and so china is in trouble? china exports more machines and bridges and ships and and and with more embedded value - iow, china can nominally export less and less and less, and create more and better paying jobs. china 'becoming less competitive' presumably because cost of labour is rising. since when are wages increases bad? so, never mind voodoo economics, and onward to ... i believe the bo xilain case is a net positive because: (i) the politics were complicated; detrimental and anti-reform pluralism had to be institutionalized with jiang zeming inception / onset / duration / departure (ii) given the detrimental pluralism, and the jockeying for position over the elapsed time, reform slowed (iii) folks who favored reform had to watch flanks (i.e. remember hu had mentioned political reform upon ascension to power, then nothing; recall the more recent wen speech on reform) (iv) given the crack on the jiang zaming / bo xilai camp, political opposition to the leading group can be crushed very easily, in that any one who dares to poke head above water against wen / hu / xi would and must fear a visit by the investigators to bo xilai in prison with a single question telling of direction, "comrade bo, what do you know about so and so, and who else knows" end of opposition. the very fact that a party meeting and transition can be delayed is telling, because to even delay takes serious clout even as it may indicate disagreement. i doubt there is disagreement now. the delay is to clean house now that the house can be easily cleaned, even as cleaning takes some time, because whatever comrade bo has to say must be verified, spinned, or otherwise taken care of.