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


To: THE ANT who wrote (8354)12/23/2021 8:38:11 AM
From: elmatador  Respond to of 13789
 
Most things nowadays are charades. They needed to be created to fool the ignorant masses as dealing with them is next to impossible.

That Chilean boy has got it made.
The elites need him. He needs the elites. And everybody is happy.

If he gets greedy or decided to do something not part of the gentlemen's agreement, things will not end well for him. But why would he risk his Mercedes limousine, champagne and the high life cushy job to try to do something silly?

This model will be copied. Soon. In other countries.

Did I hear Davos?
The WEF?
They are crying. WEF on Monday postponed the next annual meeting until mid-2022

They would parade the poster boy. Schwab himself would come pick him at the airport.
The Guardian journalists fighting for interviews and full page articles would be written. He would be fetted and be paraded to the whole world to owe.

Not only that, the fina flor of the left would come pay respects:
Trudeau, Jacinda Ardern, Macron would all come to take photos. Angela Merkel would not come but the new left Germany government would be in full force.
Lula, that FDP, would try to squeeze in there, I can tell you.




To: THE ANT who wrote (8354)12/27/2021 11:46:05 AM
From: elmatador  Respond to of 13789
 
President-elect of Chile has not worked a SINGLE DAY in his life.
He left law school without completing the law course and went straight to politics in 2013

Son of an employee of the Chilean state oil company
He studied at the British School in his hometown of Punta Arenas

BORIC, A FAILED STUDENT
In 2004, at age 18, he entered law school
5 years later he completed the courses
Tried final exams and failed in 2011
After failing, he became a student leader in that same year.
In 2013 he was elected for the assembly.
From there until today it has never worked.

ha is why that guy just want t cruise nicely as a politician...
He is no revolutionary amigo.



To: THE ANT who wrote (8354)1/10/2022 2:52:24 AM
From: elmatador  Respond to of 13789
 
“Goldman Sachs Group Inc. is “extremely bullish” on commodities, amid a supercycle that has the potential to last for a decade, according to Jeff Currie, the bank’s global head of commodities research.

The new year has started against a backdrop that includes record dislocations in energy, metals and agriculture, and significant amounts of money in the system, Currie said in a Bloomberg Television interview. In addition, investment positions in commodities are low, he added.

“The best place to be right now, particularly given the Fed pivot, are commodities,” Currie said, referring to the U.S. Federal Reserve’s decision to begin hiking interest rates later this year. “We think you’re going to see another year of out-performance of commodities and real assets more broadly.”

Goldman stated in October 2020 that commodities were beginning a supercycle that could last years and possibly a decade. The oil market in particular could tighten, even with the OPEC+ alliance incrementally adding supplies to the market, as the pandemic continues to threaten demand and investment.”




https://nationalpost.com/pmn/business-pmn/goldman-bullish-on-commodities-seeing-years-long-supercycle



To: THE ANT who wrote (8354)1/26/2022 2:32:34 AM
From: elmatador  Read Replies (1) | Respond to of 13789
 
What caused the Structural inflation? The one the Fed has to fight.
The Capital Expenditures collapse.

The Capex Collapse

Trade wars, tech disruption and structural shifts in investment all bear some of the blame. What will it take to bring capital spending back?
gfmag.com

If capital is not invested in productive asses:
  • New microchips factories
  • Exploration and roduction of oil and gas
  • Fatories expansion
  • Transportation fleets
  • Tractors
  • Warehouses
  • Mining expansions
  • ...

But the economy kept growing, it came a points (since last year) when there is more demand than supply.
Inflation will start tapering off only when supply and demand are rebalanced.