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

To: bull_dozer who wrote (196655)	2/23/2023 11:55:05 AM
From: bull_dozer	Read Replies (1) \| Respond to of 217561

1) Get out of the dollar. I spot another opportunity to buy stocks, bonds, and non-US currencies. 🧵 — Jawad Mian (@jsmian) February 23, 2023

To: bull_dozer who wrote (196655)	2/24/2023 8:33:45 PM
From: sense	2 Recommendations Recommended By bull_dozer Roads End Read Replies (1) \| Respond to of 217561

Fascinating... And, it provides numbers to back and justify exactly what I've been saying would happen, as China's costs of labor equalized with the rest of the world's. That event occurring forces the global competition to shift from competition based on labor costs, to focus on "other things". And, in those other things, China is not competitive... and not only are they not competitive, in the exact same time in which India began... he says they've been at it for only eight years... China has not continued "trying" to become more competitive... but have begun moving smartly backwards... becoming even less competitive than they once were. Hong Kong is a pretty obvious case in point... as China extends its political control over Hong Kong's local rule (in violation of their agreements with the U.K.)... Hong Kong is no longer a destination you can trust to be, as it once was... a bastion of free market principle and function. And, it points out... you can't trust China... The "most unprecedented transformation in the history of the free world" [thus excluding China's similar "miracle]... in scale, and pace... also has India owning the distinct advantage of already BEING culturally rooted in the free world... with all its legacy in distinct social, political and economic competitive advantages. He kills it at 5:20... drawing a distinct differentiation between India and China... while considering what the FDI pouring in from 162 countries says about: trust, the world's trust in you, in your future, in your leadership, in your opportunity, in your entrepreneurship, in your ability to partner with them, and to deliver on their faith and trust in you... All of that exactly defines the short list in China's failings... the reason China will not remain competitive... because China's excesses in abuses of its own people... is not less than what you can expect from China in relation to others... Worth pointing out that neither of those things... China's decline, or India's rise... was "inevitable" ? Instead... each is a function of choices being made by the respective countries... but, only in the case of India, as a function of the choices made by the people of India... I discussed all of that here, often enough... even as recently as Evergrande... and China's opportunity to "do the right thing" to let the world know China was in fact becoming a trustworthy partner ( Chicken Attack, see). India has been there a while... could have done better a lot sooner.... but, for lots of reasons, didn't. "The bureaucracy" was one major reason investors avoided India... as it imposed insufferable obstacles... which are perhaps less now, if "the bureaucracy" is seeing the utility in running interference FOR investors, rather than having it smothering them ? But, even more than that... India was, and for now likely remains, at a competitive disadvantage relative to China culturally, because of... work ethic. India's furious pace in modernization, though, is altering that reputation a lot faster than I would have believed possible. It's not like the Indians in Silicon Valley are all working night shifts as janitors... rather than more than keeping up their end in competition within that culture, and, taking over boardrooms. However, the workers in China working as they do only gets you so far, when you have bigger issues in the larger risks being imposed ? Today, not only can you not trust Chinese accounting, or "rule of law"... as we've seen in China's disparate treatment of investors in Evergrande... you can't have any confidence that... they won't opt to suddenly pull the plug on your business, steal your "stuff"... steal your IP... [which China has been doing as national policy all along, with coercion applied... laughing about it... and assuming "China's" miracle... meant there was no recourse. Of course, seeing that... already ensured anyone seeking to do any IP based work there... was stupid]. And, in result... India is now a more competitive destination: Start Up India... seeks to energize entrepreneurialism... as a private market function... and not just capture more slave wage jobs from transfers tied to industrial scale off-shoring of foreign manufacturing ? In terms of the proverb: China asked for a fish, and was given two... and then made the best use of them they could think of... bringing us to the half way point: India, instead, has asked and organized to institutionalize better learning how to fish... and then will transfer that awareness to everything else... in a society that's more than ready for it... The digitization of the governments process ? Note how he ties "digitization" as done in India to the democratization of the economy ? Sounds like it might be the best place for me to launch an AI enabled startup focused on enabling "making better decisions" ? But, you couldn't do that... in China... because they don't want the risk of having their bad decision making challenged ? So, all of that... advantage India... even before you begin to consider things like... the reputational risks... tied to China's human rights record... and political risks... tied to markets waking up to the fact... that the mother WEFfers are the ones responsible for fostering that shift to China... as part of their attempted take over the world... seeking to export "the Chinese model"... along with cheap manufactured goods ? So, Soros ? He's (stupidly) attacking India... because... he's far more aligned, politically, with the hard core leftists / national socialists running China... than with the political moderates bringing a new digital, political and economic renaissance to India, today. And if Soros has made anything clear... in the long string of proofs in his saying one thing and doing another... its that what he's doing is all and only about imposing his politics on others... not philanthropy... The rest of the difference... is that Soros is NOT an entrepreneur... NOT an investor like Buffett, who succeeds by managing businesses he owns better than others were able to do. Soros has never built anything... because, he's not a builder... he's a TRADER... and, not just a trader... he's a SHORT SELLER... who thrives on tearing down what others have built... or are trying to build... That's a perfect match, though... for a sociopathic left wing nut job... whose politics are based on 'taking"...

To: bull_dozer who wrote (196655)	2/24/2023 11:33:16 PM
From: TobagoJack	Read Replies (3) \| Respond to of 217561

My takeaway is simple, that by right India ought to have 25% of global gdp, and as it gets there, need more gold Adding India’s 25% reversion to the mean to China’s 35% return to norm makes 60%, that would be a whole lot of gold; so much gold As China belt & road is and shall enable quite a bit of returns to norm, from Eurasia to Africa to Latin America, that should give rise to another 30% of global gdp, making a tally of 90%. Them folks like gold as well as the next folks. In such an adjusted equalization of revenue and equalization of cost, whether by way of traditional and non-woke values, or via inflation of what we need against deflation of what we have, the space race becomes an important race, and first movers as opposed to early hobbyists, might matter. Going to be interesting. Doubtful interstellar currency would be fiat in nature. 2026 / 2032 promising, meritocracy against cretinocracy wokism, son of heaven vs television characters, science vs fiction, all in and full on. Interesting but unsurprising that Team China did not see fit hiccup Team India on raw pharmaceutical inputs, as the usual suspects might champion. It is better that BRICS+ includes I and C Agnostic. Watch n brief