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

To: Snowshoe who wrote (148664)	5/20/2019 3:23:28 PM
From: Elroy Jetson	2 Recommendations Recommended By elmatador pak73 Read Replies (1) \| Respond to of 217792

American re-sourcing of materials, processing and manufacturing to places other than China is going to happen very quickly. . Even if a satisfactory US-China trade deal is eventually negotiated, businesses are now aware of the risk and will never operate without non-China alternate suppliers being available. No business can afford the risk of being disrupted by sudden unpredictable adverse conditions with one particular foreign government. Even if the alternate supplier is more costly, large businesses always direct part of their buying to the alternate suppliers in case they suddenly lose their primary supplier.

To: Snowshoe who wrote (148664)	5/20/2019 10:32:40 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217792

important issues w/ Lynas per salvation is not in that direction, ala its troubles in Malaysia, and its capabilities vs capacities w/r to each of the 17 precious powder, that a rapid decrease in price of several items and a rapid increase in price / or simple embargo on national security grounds ought to change equation of imperatives as would in the case of twists / turns in game of Go On the flip side, I hope 5G works w/ access to Huawei patent portfolio. The thing about trade war in particular and wars in general is that events, following trump’s lead, breaks down rules. Suppose for a moment all trades stop tomorrow between USA and China, which is what Neo-folks want, what do you suppose the arena look like day after tomorrow? We are headed to finding out, per flip side of the rule, iow, solutions leads to new imperatives. The rule I specified apply broadly to natural systems, and less so to human-interventions schemas