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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?


To: Haim R. Branisteanu who wrote (2406)5/6/2019 12:45:15 PM
From: elmatador1 Recommendation

Recommended By
Snowshoe

  Respond to of 13784
 
What was the trade boom?

Loading raw materials to Asia, manufacture there and ship back to the west.

Market conditions do not appear to favour a renewed trade boom.

In all advanced economies, income is well below pre-crisis trend lines.

There is no sign the US, the best of a bad lot, wants to – or should – resume its role as the global consumer of first resort. China’s economy, the world’s main motor since the crisis, is cooling.

What the article does not say is that:
The trade boom was nothing more that the Asian population demographic dividend.

Demographic dividend ending, trade fuelled boom ends


and the article continues

Trade-led growth is the most successful development strategy the world has seen.

Trading in value-added goods and services has improved resource allocation within countries’ economies, from Japan to Brazil, Botswana to Malaysia.

In developing countries, tradable activities tend to be much more productive than the rest of the economy. As a result, getting people and capital out of subsistence work and into firms dealing in tradable goods and services tends to make for a more productive economy overall.


Can countries still trade their way out of poverty?

theguardian.com



To: Haim R. Branisteanu who wrote (2406)6/7/2019 3:55:15 AM
From: elmatador  Respond to of 13784
 
Get ready for aftermath of the current over-investment

Cheap capital of the boom years helps fund the infrastructure upon which the most important innovations would be built after the bubble burst.

It happened with the Internet and data over mobile networks. That resulted from the hyper investment AKA the -Tech Bubble.

That was what enabled Africa. LATAM and S. E. Asia to be where they are today in terms of technology evolution.

"...the cheap capital of the boom years helped fund the infrastructure upon which the most important internet innovations would be built after the bubble burst.

It paid for the rollout of fiber-optic cable, R&D in 3G networks, and the buildout of giant server farms.

All of this would make possible the technologies that are now the bedrock of the world’s most powerful companies: algorithmic search, social media, mobile computing, cloud services, big-data analytics, AI, and more.

WHAT THE OVER-INVESTMENT OF TODAY WILL BRING IN THE NEXT 15 YEARS?

It may not be space tourism. EV taking over the world. Trips to Mars. Robots in the retailing and restaurants.

It could be the fast spread of:
Battery storage

Efficient Grid

Widespread use of Blockchain technology

Smart Renewable
s

It can be the case that electricity will do for Africa. LATAM and S. E. Asia what the spread of mobile communications, did in the period 2000 - 2014

In this respect electricity is the One Belt One Road of western companies. A set of initiatives that will power the next two decades.



To: Haim R. Branisteanu who wrote (2406)4/1/2020 6:48:05 AM
From: elmatador  Respond to of 13784
 
Spread of COVID-19 begins to show pattern of 4-8 week eruption cycle

Analyzing the specific data of each country separately suggests that there is a light at the end of the tunnel – and that the tunnel is not that long.

By RAN NAMERODE
MARCH 23, 2020 19:12

It has been four months since COVID-19 hit the world. The virus, which caused major global disruptions to public health, economies and societies, planted massive worldwide panic of the unknown. Now, after several months, I believe a closer look at the numbers provides real ground for optimism with regard to how long this storm will last.

Despite being engaged in the medical equipment business for decades, I do not claim any expertise in biology, immunology, microorganisms or infectious diseases. Numbers, however, can provide an explanation to natural phenomena even in places where the relevant science cannot. After investigating several sources of statistics about the disease, its rate of spread, the rate of new cases, the death rate and more, a certain pattern emerged.

Most people are focused on the total number of patients, new patients and deaths worldwide. These numbers are ascending at a deadly pace, literally, and looking at the graphs gives a sense that they are climbing rapidly toward the end of the world.

However, the specific data of each country, when examined separately, suggest otherwise. Although this is an early observation, it appears this disease has a periodicity of a classic Gaussian bell-curve shape wherever it appears.

Ignoring both tails of the graph, it indicates that this bell's life cycle is around six to eight weeks, with its peak appearing after about two to four weeks from the time when incidents begin to occur at a substantial rate.

When looking only at global numbers as a whole, what is seen is an aggregation of Gaussian bells that join the game at various stages, which completely distorts the analysis of the data and the bell behavior.

Of the roughly 80,000 cases of morbidity in China, almost 85% appeared in Hubei, a province of 58.5 million inhabitants – roughly the size of a major European country such as Italy, the UK, France or Germany.

The first cases of morbidity in China appeared in late November, but a daily rate of 100 cases began around January 20. In mid-February, the daily rate reached thousands.

However, by March 6, it dropped back to about 100 cases per day and has been continuously declining since then. Within seven weeks the disease appeared, peaked and was suppressed almost completely.

Many doubt the Chinese figures and claim that the Chinese implemented extreme quarantine that cannot be performed elsewhere. But let’s take a look at the Republic of Korea. South Korea implemented a strategy of large-scale testing instead of massive quarantine.

Dozens of daily new cases started to appear around February 20. By March 3, the daily rate had reached a peak of approximately 850 new cases. Since then it has been declining, and on March 15, it stabilized back at less than 100 new cases per day (with only two exceptions).

Essentially, within five weeks, the significant level of the epidemic in Korea was suppressed and reached a daily rate that no longer presents a major challenge to the health system.

In Japan, on February 20, the rate of daily new cases was still approximately 10. Three weeks later, by March 15-16, it had climbed to a rate of roughly 50 per day, then started declining back to about 20 per day in the last two days. Japan, despite the small numbers, also seems to be following the Gaussian rule, and about five weeks after the onset of the disease, its rate of spreading is declining.

THE DATA coming from Iran are questionable, but since there are not many countries where the disease has materialized for over four weeks, it is worth examining its numbers. February 27 was the first time that Iran experienced a daily morbidity level of approximately 100 cases. Iran's peak day was March 14, on which 1,365 new cases were discovered. That was almost three weeks after the significant outbreak in the country. Since then, the daily morbidity rate is no longer climbing, which suggests that it reached the peak, and has even presented some decline to around 1,000 new cases daily.

The data suffer from various limitations. There is a lack of sufficient data, some of the data are unreliable, the perspective is too short and more.

Still, it seems that there is a pattern that repeats itself in each country where the disease strikes. The current data suggest that the coronavirus has a cycle of peaking within two to four weeks after the onset, and culminating after seven to eight weeks.

This is a phenomenon worth noting. If it is accurate, it provides a valuable tool for analysis and ground for decision making.

In Europe, the virus first hit Italy. On February 22, more than 50 new cases appeared. Since then, the rate of daily new cases has been rising, and on March 21, reached a peak with approximately 6,500 daily new cases.


Sunday, March 22, was the first day the numbers started to drop, with 5,560 new cases, suggesting that the peak was March 21, 28 days from the first day, and that the cycle in Italy will roughly last 28 days.

The second country to show significant numbers in Europe was France, with 43 daily cases on February 29. The daily rate has been climbing since, reaching almost 1,900 on March 19, but has stabilized around this number since then. This suggests that France has reached its peak within 20 days since the virus first hit hard.

Another country that provides data that support this model is Germany, where the first date of significant daily new infections was registered on March 3, reaching 4,500 new cases per day on March 20, 17 days after the first day. The first decline appeared on March 21. More or less the same behavior can be seen in Spain, Switzerland and the Netherlands.

Since the basis of this model is its locality, an analysis of the US should be conducted at a state level rather than the countrywide one. In addition, the US may be slightly more challenging to analyze due to the ongoing influx of population between the states.

And what about Israel? Assuming the disease first appeared in substantial numbers around March 10, the peak should be due to arrive around the first week of April, and from there begin to decline to only a few new cases per day toward the end of April.

It is reasonable to assume that the various measures taken by different countries and the different conditions may impact the length of the wave. However, if the model correctly represents the cycle of the coronavirus, then this pandemic, subject to such measures, is one that only lasts several weeks in each location it strikes.

Finally, we might be seeing that there is a light at the end of the tunnel, and that the tunnel is not that long.

The writer is a lawyer, accountant and MBA, and the chairman of Redworth Capital Group, a global group that is focused on real estate, medical devices, movies productions and more, with offices in the US, UK and Israel. He also serves as the chairman of Mennen Medical Group – a leading medical devices developer since 1963.



To: Haim R. Branisteanu who wrote (2406)8/26/2020 3:20:44 AM
From: elmatador  Respond to of 13784
 
Gold is a vehicle to hide wealth.
Therefore, the costs associated with holding it are weighted vis a vis taxation or get caught.

Gold became more precious after 911 when the US started cracking down hard on terror financing and started tracking down money movements. See how prices have gone up post 911.



Thus gold demand increased as reason to avoid exchanging money that started being tracked closely by the US post-911.

Currencies are once in a while changed to make counterfeiting harder as crooks exchange fake currencies for real ones. These efforts to make harder to counterfeit money also has the effect of making ill gotten money hid under mattresses worthless.
This is the reason for people to hold gold instead of currencies.



To: Haim R. Branisteanu who wrote (2406)9/2/2020 4:11:52 AM
From: elmatador  Respond to of 13784
 
The thread started focusing on Hydrogen due to my interest in solar energy and its interplay in the production of hydrogen through electrolysis.

Check it out.



To: Haim R. Branisteanu who wrote (2406)9/30/2020 3:57:49 AM
From: elmatador  Read Replies (1) | Respond to of 13784
 
TJ Cannot relocated.

  • First he lives off the Hong Kong family properties.
  • Second he has the physical gold to carry along.
  • Third, he need to be surrounded by other Chinese (they always love to live on a Chinatown)


He always had that relocation on his plans but kept postponing. Today he is concerning about Coconut education as a major issue in the relocation plans.

Potential TJ's destinations:
  • Vancouver Chinatown in place
  • Malaysia wife relatives
  • Europe
  • Australia
  • Philippines
  • Indonesia
  • South Africa He came as a lockdown destination but meant really to get a closer look as a relocation spot.

My take is: TJ will stay in Asia. Will hang around HK for as long as possible. Send Coconut to study abroad and, push come to shove, goes to Malaysia.