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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (24753)	6/12/2025 10:37:02 AM
From: robert b furman	Read Replies (1) \| Respond to of 26613

Hi Kirk, I have for many years felt that the "Green Movement " has been funded by international competitors who wanted to be the only game in town for their niche products. Couple that with the mega trend of globalization, (where those who have the most natural resources should be the number one source of that product) - FOR THE WORLD. The reality of that "in vogue thinking" got destroyed with Covid. Covid took reliance on one country and their specialized products to the woodshed. Globalization was destroyed when a supply chain problem proved it was not cheaper - in fact at times it could be more expensive. Enter multiple sources and competition - a well proven concept on which even production economics can be enjoyed. A system that is tough to beat! This awakening has neutered many a green movement as well. The turbulence around the world is now such that the production of necessary items in our digital world, and fossil fuels realistically being the future source of economic transportation as we transition to nuclear electricity generation has finally been clearly shown to be the ECONOMIC way to transition over the next several decades. It is a very beneficial reality that MUST BE EMBRACED BY ALL. The fool hardy concept that China can be the manufacturing center for the world is so "CHINA CENTRIC that only the Chinese could buy into that. As a side note, the free market has once again proven that a top strong central government (be that a communist or a democratic government) eventually results in a wasteful system. The little does a little good, so a lot will do a lot of good, eventually ends up in excess capacity and a painful realization that capital has been wasted on excess allocation. The idea that a county's demand for a product should be built by the people of that country,in that country is a solid concept. If a foreign country's corporation has perfected the efficient way to produce a product, the ability to build and produce that product in another country should be embracedby all countries. Trumps foreign trade concepts are solid and will change how the world views manufacturing. To dominate a product for the entire world is a single minded, selfish way to gain dominance. It falls apart far too often. OPEC+ perhaps shows the futility. When they gain pricing power, greed kicks in and the world pays far too much for a product,until innovation catches on and introduces competitive pricing. Meanwhile we suffer with greed induced recessions from fossil fuel price spikes from punitive Cartels. Thus the panicked rush to AI. The day has come to where AI and robotics will reinvent manufacturing. It is a long term evolution. Those who master it will become very profitable. Commodities are a different situation, but there too AI has been instrumental in bring ing down prices of commodities. One of the greatest assurances of the USA and its underappreciated resiliency is our great geologic expanse and diversity of natural resources. Like some with a beautiful head of full hair. It's a bit of a matter of luck where you are born and with what genes you have. The days of central governments subsidizing favorite sectors of manufacturing and dumping on the rest of the world will slowly diminish. It is a fair way to produce for all countries. Reciprocal tarriffs and fair trade will efficiently prosper. ALAS, "The Golden ERA has arrived. <smile> Bob