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


To: louel who wrote (144598)12/11/2018 2:39:56 PM
From: TobagoJack  Respond to of 218314
 
No disagreement from me.

However I hesitate and am wondering whether appropriate to separately consider trump vs his team. Dunno, and reckon we either may never know or shall certainly know.

Re inflation, believe we have serious inflation by trading of the bills I have to pay. Either the signals are suppressed or most financial markets not able for whatever reasons to have financial instruments express effects of inflation. We may be in monetary never never land.

The shadow banking system in China charging 12-25% interest rate and I would take that as the real cost of money, and I watch the spread of official vs shadow banking rate to discern whatever am interested to follow.

Recently a friend had his staff do deep dive to look for 4% real / safe yield anywhere in the world, and they came up w/ babcus zilch nada. Next layer up the value chain of risk vs reward point to names he hates. No expression of inflation in the credit market.



To: louel who wrote (144598)12/11/2018 6:54:32 PM
From: Gemlaoshi1 Recommendation

Recommended By
Joseph Silent

  Respond to of 218314
 
louel,
Any drastic action China thinks it can take to injure the US. Would also result in just as great of injury to China it'self.
That is such dangerous Occidental logic. Of course China will retaliate, but in a way and time least expected.

It's difficult to emphasize with GM, GE, Intel, Motorola, and other multinationals who were naïve to take their crown jewels to China like panting dogs, expecting to reap tens of $Billions playing capitalism in a non-capitalist society.

My reaction is: "good riddance. What in the hell did you expect."

Better managed companies will rise to replace you.



To: louel who wrote (144598)12/11/2018 7:06:17 PM
From: TobagoJack  Read Replies (1) | Respond to of 218314
 
hello louel, i suspect, w/r to the companies that supposedly betrayed america by way of free and willing trade so as to make available to americans inexpensive counter-fiat-money-inflation goods, as some less deliberate folks may find comforting to believe in the betrayal meme,

take for example general motors - transferring the invaluable technologies associated w/ the assembly of buicks :0), something that toyota could not have done (because toyota does not own the buick brand :0), other companies shall follow, for if not, a dollar raised in silicon valley simply does not go as far as a dollar spent in china, and so either the parade of perps shall continue, or there would simply be a lot less companies at the source of the parade

just mathematics, but under-appreciated by the history-doesn't-matter / mathe-makes-no-difference sorts

the general that is motor is in enough ways being extended in life because of its china presence, and the general that is electric actually has far less physical production presence than many take for granted to believe, and that perhaps explains its 7 dollar pricing

i do not know why china would retaliate against america at all. why bother? america does not want to trade? wish can be granted, free trade means free will. the non-traders can have their wish fulfilled with hindrance; and once so, then what?

china cannot and has no intention to try to compel america to trade. china does not practice gun-boat trade.

let's see.