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

To: Cogito Ergo Sum who wrote (8395)	1/14/2022 1:53:31 AM
From: elmatador	3 Recommendations Recommended By arun gera carranza2 kingfisher Read Replies (3) \| Respond to of 13781

China has addressed the capital misallocation. and analysts have yet to grasp the extent of the impacts on the global economy. It is return to the Natural size as it is normal as a country gets rich. Has already US dollars reserves. It surplus is good to keep them As it not only stopped the capital misallocation ! It is fine tuning the economy to remove fat. But the most brilliant is the Blue Skies policies. I have been busy making a comparison with what China did in the last 5 years, vs the west's actions. While China cut dirty industries. Move upmarket. Prioritize the internal market making the economy consumer-driven the west have taken another route. The west is the one that is misallocating capital now ! Using misguided green policies because it needs the woke voter. You now the one who votes for Trudeau, New Zealand's Jacinta or wanted Bernie Sanders US president. They are destroying their stock of capital and investing in job for the boys schemes to appease Green woke voters. A Californization of their economies. And I am doing that analysis and studying it because I think the west is going to paint itself into a corner. And the Dark Interregnum is the Black man need to rescue the world economy Wait ! Wait! Do not react now. It is still a work in progress ! I give you some pointers: The money sloshing around is being chased by people with crazy ideas. Th Covid tales would never have happened if the world was not awash with cash! Businesses are strategizing for the purpose of grabbing the easy money and they have no backup plans! Inflation that appeared. It was seen, at first, as temporary, now not more so. What f Inflation is here to stay? The ramifications are huge! Let extend this one. Food is getting expensive. If these food high costs persist (I am thinking about your patch of crops:-) there will be impacts. Americans, the poor segment of the population, who gorge on cheap food, will slim down. As you see I am looking to the long term implications.A lot of fun to study this. I will be keeping you informed.

To: Cogito Ergo Sum who wrote (8395)	1/14/2022 3:29:34 AM
From: elmatador	1 Recommendation Recommended By kingfisher Read Replies (1) \| Respond to of 13781

Note please it is not my opinion. I have been doing a deep dive on this macroeconomic shifts. Let me explain my methodology: These economic tectonic shifts do not happen often. Used to be every 100 years. Then frequency increase to 50 years Today they are happening every 25 years. The way I look at them, I see ten years of build up where the signals are there to see. Then the onset and then it start taking effects Popular press takes not when it is peaking. I saw the 90s shift coming, (1987) I am not saying, obviously, I saw how it would develop. I am saying I saw something astray. That what I was seeing, I thought then, would have an effect on future developments. if you compared the mid-80s to a mere 15 years earlier, it was another world. The world have moved. A lot. Vietnam gone. US had high inflation Post Vietnam era was on USSR wobbling (more than visible it turned out to be) Europe was deemed suffering from Eurosclerosis European expansion to encompass: Ireland, Greece, Portugal, Spain and Greece, England was on the verge of joing the third world Austraila under threat of being a banana republic I saw all that happening and that was the prequel of what was about to hit. Berlin Wall fall Break up of the USSR China dropping adapting to Capitalism EU creation End of the Debt Crisis with the Brady Bonds mechanism All major events are preceded by the signals: Which are events that show: This thing is going to take a sudden change of direction. BUT VERY FEW PEOPLE ARE ABLE TO SEE THEM! They see the world economy on a linear projection. But then, there is Elmat...