ISOLATIONISM

rffrydr · Posted: Wed Feb 17, 2010 5:51 pm Post subject: ISOLATIONISM

Coming through the polls now, and will mark a cultural shift for some time to come.

http://www.mcclatchydc.com/homepage/story/80015.html

China already number one in our own eyes. We'll see if that leads to more protectionism and general resignation--or fires a new competitive spirit and pushback to a general effeminacy and culture of safety, sickness and entitlement that now preoccupies this country. That will be the real test of health-care reform.

I'm bearish on lawyers and the like. BK reform and CoCo debt is first sign. Guantanamo and Iraq set the stage. Ironically they drive protectionism.

Indeed, war as an argument is fading: US presence in Iraq has declined to under 100,000 and the drones are now shipped directly to Pakistanis.
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Fri Apr 09, 2010 8:11 am Post subject:

Tit-for-Tat in trade for China. Argentina a test-crash dummy:

http://www.businessweek.com/news/2010-04-06/argentina-soy-growers-optimistic-on-end-to-china-oil-blockade.html
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Sun Apr 04, 2010 1:27 pm Post subject:

Trend is quickly maturing. Iraq done and done. Hu meets with Obama meets with Iranians...conlfict being taken off the table?

Meanwhile protectionism proceeding apace with Brazilian embrace of state-owned enterprises, chinese fascination with homegrown private equity and a buy-local campaign of their own:

http://www.businessweek.com/print/magazine/content/10_14/b4172032516519.htm
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Today is the Tomorrow you worried about Yesterday!