SI
SI
discoversearch

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: Maurice Winn who wrote (135352)8/31/2017 4:08:34 PM
From: Elroy Jetson  Respond to of 217549
 
As a racialist you know most Chinese are very tiny people who have long survived in a tiny economy.

You need to take your views into account when thinking about economics. Not even the large number of Chinese dressing-up in Nazi uniforms will change these "natural constraints".

Their new "large economy" is unnatural and therefore unsustainable.

There's going to be big trouble brewing when the Bank of China stops rapidly expanding their money supply. I'm surprised they haven't reached the limits already - but the bigger the bubble the bigger the collapse at the end.

Once their income falls by 50% or more they'll "be doing better" just like Greece.



To: Maurice Winn who wrote (135352)9/1/2017 6:47:41 PM
From: TobagoJack  Respond to of 217549
 
hello mq, re <<natural size ... china ... economy ... gdp ...>>

using hong kong as a fair example, template, benchmark, ... boogey

HK population @ 7.34M
HK GDP @ @ US$ 321B
HK households @ 2.4M
HK average household cash savings at bank @ US$ 590K

... would say the mainland can arguably shoot for ...

GDP @ US$ 56,621,438,263,229, otherwise known as ~US$ 57 Trillion at current exchange rate, or about 75% of current global GDP, or a bit higher than current china GDP of 11T and a smidgeon over the current USA GDP of 18T

Cash savings in bank @ US$ (some senseless astronomical number)

and i believe the future can be seeded by the on-going rural land reform program that India needs but China is doing, and the USA can only do after a land-confistication revolution

applying a 6% growth rate to china and a 2.5% growth rate to usa, and a 2% growth rate to rest of the world,
china gdp would overtake usa gdp by 2028, and when so, at 23% of global GDP (from current 17%), likely phase-changes to IP-intensive protocol for the leg-up, along with the eventual consumer debt transformation, all working to accelerate the trending

one can quibble over per capita gdp and such, but actually it is disposable income that matters much more, as well as absolute size of gdp that funds actions, that be space exploration, solving the food water medicine pollution ... imperatives ... oh, and finally, world peace, as long as not wasted in iraq, afghanistan, ukraines, ... n.korea on munitions.

By 2045, China GDP arguably can be 2X USA GDP, and at 36% of global GDP, where China was at one or another time. The trending is certainly in the current enunciated plans, and given the plans have been executing well enough over the past 35 years, should be achievable for the coming 28, as long as not spent over issues that be border wall, gender identity, sexual proclivities, and snowflake sensitivities.

But, yes, there be the details of 2026 TeoTwawKi and 2032 Darkest Interregnum.

so, all in all, am sanguine even as am concerned for erita and jack in the coming changes of the arena. all considered, the future looks pretty good, or good-enough.



To: Maurice Winn who wrote (135352)9/3/2017 6:34:41 PM
From: TobagoJack1 Recommendation

Recommended By
prometheus1976

  Read Replies (2) | Respond to of 217549
 
gold and oil is now linked, by finance in addition to by operations, albeit as yet uncertain to be endorsed by how many w/ how deep pockets Message 31247795



To: Maurice Winn who wrote (135352)9/12/2017 3:03:18 PM
From: TobagoJack  Read Replies (1) | Respond to of 217549
 
hello mq, this saturday i shall dialogue re overarching macro and share curry on a boat w/ folks in town attending the clsa conference where bannon is a featured anti-china speaker

zerohedge.com













cheers, tj



To: Maurice Winn who wrote (135352)10/23/2019 8:34:54 PM
From: TobagoJack  Respond to of 217549
 
Hello MQ, Re <<Hey TJ, look at the brilliant economic analysis Elroy has provided. Any thoughts on how fast the collapse would come? <<
If the Bank of China didn't keep expanding their money supply at such a rapid clip their entire economy would collapse leading to riots in the streets and a revolution as China's unsustainable economy ratchets back, reducing most incomes by 65% as China falls back to it's natural economic size.
>>>> dated august 2017, which I refrained from responding at the time, and now, 26 months on, we might say the team China economy, absolutely and relatively both doing Ok, as in good-enough under the circumstances, certainly resilient, not a easy push over.'

Given that there continues to be team China OBOR MMT capability, PBoC QE capacity, and all backstopped by US$ 250 trillion of by-and-by rural land reform within context of political unity and social cohesion, should continue to be Ok.

Also resilient is team Huawei, and predictably so, embraced within cocoon of social cohesion and political unity, by hard work and as-tough-as-trump chutzpa scrappiness, still in business

handset doing okay because team America hammered Apple bloombergquint.com



In the mean time, whilst team America thinks the 5G systems battle field is in Europe, where the team does not seem to be able to get its act together, Mr Jay Chen, perhaps too confidently, thinks the democratic Indians would embrace tyrannical Huawei 5G infrastructure as opposed to committing economic suicide that most European nations are unwilling to do. Too confident is bad, and unnecessary, but at times may be supportable; let's watch & brief, but from desk


financialexpress.com
Fully confident of our India prospects, there is no Plan B: Jay Chen, CEO, Huawei India | Interview