Quality vs. Quantity

rffrydr · Posted: Thu Mar 09, 2006 1:15 am Post subject: Quality vs. Quantity

http://www.tmcnet.com/usubmit/2006/03/05/1429383.htm

Another rubber-stamp "Five-Year Plan"--but wait! Did you see what I saw? If the rebalancing of incomes didn't catch your eye, or the outright targeting of a LOWER GDP what about the target of targets.

As modern china has marked a grand transistion from targeting production of things, to production of money, the denominator of things we now get: production of the social good--.the measure of money and things. The good life, chinese style (which may just mean a society without that historic curse, revolution (57000 labor "incidents" last year))

We all know the power of china standing. There must be alot of people in shocked amazment: has china sat down. Of course, they haven't; nor would few even dare to think it. But what a thought, at whatta time!

This bears repeating: "Note that the current decline in commodities and gold is "reflexive" (as Soros labels it) in nature. That is, both the action in commodities and in Yen are dependent on each other. Some have argued that borrowing rates in Yen will still be effectively zero, and thus the rally in commodities should remain intact. What they ignore, however, is that the recent decline in commodities and in emerging markets may trigger margin calls for long-only funds. And since those folks have mostly borrowed in Yen, they will need to repay those loans in Yen - thus driving up the Yen in the process. As the Yen moves up, this will trigger more margin calls, etc, thus feeding on a vicious (for folks who are leveraged and short in Yen) cycle."
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rffrydr · Posted: Wed Jul 23, 2008 8:21 pm Post subject:

Energy efficiencies of 20% hoped to be realized the coming year.

The new old china: cultural "appreciation"

http://www.nytimes.com/2008/07/24/garden/24beijing.html?_r=1&hp&oref=slogin
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rffrydr · Posted: Tue Feb 05, 2008 12:13 pm Post subject:

From watches to chocolate--an unnatural progression.

http://search.ft.com/ftArticle?queryText=%22taste+for+swiss%22&y=8&aje=true&x=11&id=071226000046&ct=0
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rffrydr · Posted: Wed Dec 26, 2007 10:24 am Post subject:

Across-the-board re-focus on what gets exported for what:

http://online.wsj.com/article/SB119866865369550575.html?mod=MKTW
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kevin7911 · Newbie Joined: 07 May 2007 Posts: 1

China has go toward more and more better on energy use.I think so.
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rffrydr · Posted: Sat Apr 28, 2007 8:32 am Post subject:

Looks to be targeting engergy-intensive industries for triple payoff in costs (in lives in Ethiopia), cleanliness, and the politics of trade.

http://www.resourceinvestor.com/pebble.asp?relid=31296
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rffrydr · Posted: Mon Jan 01, 2007 11:28 am Post subject:

And finally in copper:

http://www.zeenews.com/znnew/articles.asp?aid=345203&ssid=51&sid=BUS

At these still full prices that takes some kind of sense of balance.
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rffrydr · Posted: Thu Aug 03, 2006 10:49 pm Post subject:

One becomes the other (ancient proverb):

"Today a Wasteland Tomorrow Your Home"

http://english.people.com.cn/200608/03/eng20060803_289453.html
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rffrydr · Posted: Sun Jul 23, 2006 12:50 pm Post subject:

And now, broadly, in a pullback on polluting engery intensive exports: " rebates would be cut by about 2 per cent in industries that are “energy-consuming and resource intensive”.

Having "goosed" growth now to be rewarded for slowdown later this should further evidence Chinese cooperation in working for "balanced" trade. US Steelmakers should feel rewarded for their noise the last weeks.
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rffrydr · Posted: Tue Apr 11, 2006 10:05 pm Post subject:

Maybe 'quality' isn't a luxury:

http://news.ft.com/cms/s/438b99c0-c986-11da-94ca-0000779e2340.html
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rffrydr · Posted: Wed Mar 22, 2006 8:33 pm Post subject:

And again--in re steel:

http://www.theedgedaily.com/cms/content.jsp?id=com.tms.cms.article.Article_f7f59e60-cb73c03a-a2267100-9aca50c0

rffrydr · Posted: Tue Mar 21, 2006 10:55 pm Post subject:

It's for real:

http://www.forbes.com/markets/feeds/afx/2006/03/21/afx2612182.html