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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 (13434)	4/7/2025 4:41:38 AM
From: elmatador	Respond to of 13775

“The geographical size, population, and natural resources of the British Isles would suggest that it ought to possess 3 or 4% of the world’s wealth and power, all other things being equal; but it is precisely because all other things are never equal that a peculiar set of circumstances permitted the British Isles to expand to possess, say 25% of the world’s wealth and power in its prime; and since those favorable circumstances have disappeared, all that it has being doing is returning down to its more ‘natural’ size. In the same way, it may be argued that the geographical extent, population, and natural resources of the U.S. suggest that it ought to possess perhaps 16 or 19% of the world’s wealth and power, but because of historical and technical circumstances favorable to it, that share rose to 40% or more by 1945; and what we are witnessing at the moment is the early decades of the ebbing away from that extraordinarily high figure to a more ‘natural’ share.” Kennedy Paul, (1988), The Rise and Fall of the Great Powers, Fontana Press, London.

To: Cogito Ergo Sum who wrote (13434)	4/8/2025 3:42:00 AM
From: elmatador	Respond to of 13775

Capital is like Manure; it needs to Spread it Evenly. Are you worried about your exports? There are 2.8 billion people who could take over your exports. 1.4 billion in India and 1.4 billion in Africa. But you are going to argue that they do not have the purchase power. They don't. Why don't they? Because all capital is piled up in Europe, the US, and Japan. What is happening now? Send more capital to the United States! When the Chinese come to these markets and invest, what do the rich countries think? The Chinese are creating debt traps. Well, I know how much Africans owe to the World Bank and the IMF, and no one calls those debt traps. If countries want to depend on the US market alone, then do not complain of being are at the mercy of the United States. When Africans are denied capital because they can't drill for oil and gas. The World Bank wants gay rights to lend money to Uganda. French president says Europe shouldn’t invest in America “for some time until we have clarified things.”. Trump is not going to take that seriously because it shows the EU wants to negotiate. Macron should have said: That does it. The EU will move out investments out of the US and to the emerging markets from now on.

To: Cogito Ergo Sum who wrote (13434)	4/8/2025 4:18:34 AM
From: elmatador	Read Replies (1) \| Respond to of 13775

As the United States shrinks relative to global GDP, the current account or fiscal deficit it must run to fund global trade and savings pools grows larger as a share of the domestic economy. Therefore, as the rest of the world grows, the consequences for our own export sectors—an overvalued dollar incentivizing imports—become more difficult to bear, and the pain inflicted on that portion of the economy increases hudsonbaycapital.com The US must react to its return to the Natural Size.