Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: carranza2 who wrote (10158)	1/9/2023 1:36:22 PM
From: Broken_Clock	Respond to of 13771

The Chinese government has an enormous and effective internal surveillance structure. It could wipe the "illegal" producers and suppliers in an nano-second, if it wanted to. But it doesn't, as there is much good work being done by them. Why fight a war with bullets, guns and rockets when you can demoralize and weaken a country without firing a shot? ... Blame it on China or US corruption? All protected by US Senator Dan Inouye. hawaiifreepress.com

To: carranza2 who wrote (10158)	1/10/2023 2:01:02 AM
From: elmatador	1 Recommendation Recommended By alanrs Read Replies (1) \| Respond to of 13771

Lula's government needs the attention of the press and the masses diverted from its government and needed something for the media to to talk and write about. Hence this incident could be part of Lula's plan This 6th of January caboclo. (Caboclo is a term for something that was imported and repeated in Brazil) and a plagiarism of the "invasion" of the Capitol which was very surreal but has connotations of an attempt to make DJT ineligible in 2024. The Brazilian "invasion" could be a false flag as the 6th of January could have been: Engendered by the Democrats and in Brazil by PT. You take an incendiary that sets fire to the mass and you get the "Invasion". I haven't been following the post-elections except to see the government that the thief is putting in place and Lula's government first measures, which have been bad for him. I tried to see what Bolsonaro's position would be, given that his political enemies would try to make him ineligible so that he would not return in 2026. Hence Bolsonaro's departure from the country to demonstrate that he is hands off on whatever happens in the country. We are living in a world of social media are experiments in manipulating people. Because it is electronic, and software-controlled, it gives the media owners power to the ideas and concepts that they want to promote. Before electronic media, computer power and storage and retrieving information were expensive. Today is cheap enough to rollout in a world wide and massive scale. What enables people in pwer to do so? Answer: Because the vast majority of people are NOT able to think critically. For to think critically, one needs to invest time and effort to learn. To go deeper into what he is being fed.

To: carranza2 who wrote (10158)	4/27/2023 4:52:21 AM
From: elmatador	1 Recommendation Recommended By pak73 Read Replies (1) \| Respond to of 13771

Mexico has been another key beneficiary of nearshoring. The country boasts an already large manufacturing sector; a strategic location as a US neighbor with significantly shorter transport times versus China; a high skilled yet lower-cost workforce; and good international trade cooperation on the back of the recently renegotiated North American Free Trade Agreement (NAFTA), aka the United States-Mexico-Canada Agreement (USMCA). Existing manufacturing ecosystems are already well integrated into the US, and new corporate policy agendas will probably drive future capital expenditure tailwinds. CBRE data show demand for industrial space in Mexico has doubled from 2020-21 and was forecast to double again from 2021-22, with approximately one out of every four square feet going towards nearshoring, about 70% concentrated around Northern Mexico. The recent decision from Tesla to build a battery manufacturing facility in Northern Mexico is evidence of both corporate interest in nearshoring and high demand for industrial space in Mexico. Our recent visit to Mexico coincided with Tesla’s final investment decision, which made the cover of several local newspapers and came up in all 24 meetings we had during our trip. Mexico has typically been thought of as a high beta, or more volatile, play on the US economy, meaning that it is viewed as moving with greater momentum, either up or down, relative to the US. However, even with a slowdown in the US, remittances should continue to support domestic consumption and the peso, while ongoing nearshoring investments could offset a broader global slowdown. Current manufacturing exports from Mexico represented about 35-40% of that nation’s GDP in 2022 and should continue to grow as existing and emerging manufacturing clusters take market share from Asian economies, and thus potentially reverse trends since China’s entry into the WTO in 2001.8,9 The US imports some USD575bn per year from China compared to about USD450bn from Mexico.10,11 For each market-share point gain in US imports, Mexico’s GDP could increase by approximately 2.6%, or some USD33bn.12 In general, Mexico offers more geopolitical stability than China, as well as more robust intellectual property rights and environmental regulations. Moreover, wages, commodity costs, healthcare costs, and taxes tend to be lower than in China, on top of greater proximity to US end consumers. Despite the positive dynamics, Mexico probably still needs to improve its infrastructure, increase energy production, and continue growing its skilled labor in order to meet expected demand from nearshoring “waves” in the future. Unfortunately, the current AMLO Administration has been slow to act, and we view it as one of the main impediments to Mexico benefitting even more from nearshoring. In our view, Mexico needs to materially increase investment/GDP to build the capital stock needed to allow for more nearshoring expansion, and the government is slowly realizing this ahead of the 2024 Presidential elections. globalxetfs.com