MarketThoughts.com Home Page
 FAQFAQ   SearchSearch   MemberlistMemberlist   UsergroupsUsergroups  StatisticsStatistics   RegisterRegister 
 ProfileProfile   Log in to check your private messagesLog in to check your private messages   Log inLog in 
Geography as Destiny

 
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Trading Systems and Market Timing Models
View previous topic :: View next topic  
Author Geography as Destiny
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16932
Location: Sunny California
PostPosted: Fri Jun 05, 2009 10:04 am    Post subject: Geography as Destiny Reply with quote
The old geo-politics of the Cold War find new life in "investment."

http://www.investorsinsight.com/blogs/john_mauldins_outside_the_box/archive/2009/06/04/the-geography-of-recession.aspx
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Trading Systems and Market Timing Models
Author Geography as Destiny Replies
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16932
Location: Sunny California
PostPosted: Sun Jun 07, 2009 1:05 am    Post subject: Reply with quote
GaveKal keeps the faith, and head office--for is that not a faith that can be deterred?

Quote:
Indeed, the most important question today is not what policies European or US leaders will implement, but instead what Asian policymakers will choose to do. Will Asian central banks and politicians stick with their mercantilist models and prevent an excessively brutal shift in the purchasing power between East and West? Or will they accept (as we argued in The Asian Year of the Bull) greater and faster currency revaluations than the market is currently expecting, thereby accelerating the purchasing power transfer? The answer to this question will point to very divergent outcomes for the various asset classes.


In nearly the same sentence they dismiss the government intrusion and self-limiting forces of the West...and embrace the Communist Party--on the same week of the Tianamen anniversary. They may be onto something, CHINDA contributes almost 10% to Global GDP Wink
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message

Please log in to view without the ad banners
Display posts from previous:   
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Trading Systems and Market Timing Models All times are GMT - 6 Hours
Page 1 of 1

 
Jump to:  
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot vote in polls in this forum


|Health Insurance| Powered by phpBB