Who's Your Daddy? Next Big Chinese Import? OPM
We have warned on these pages before and we are going to keep repeating it again and again, until we are blue in the face.
China is our new Soviet Union, the diametric opposite which must always be present to play the US and THEM game. This is nothing more than a deivce to keep the herd, or the populace in line.
Pay no heed to the China up talk, its cheap publicity pablum for chumps and fools, just like their products.
They are the equivalent of The Wizard of Oz, a real paper dragon that we have created and that we could torch or let blow away in the breeze at any given moment.
When it comes to push or shove, economically and militarily, within 15 business days, we can squash anyone on this planet like a scuttling Bronx or Kauai cockroach.
In the case of China, more like a Bradenton Palmetto bug. Because in their case, there would be little resistance as they are non Muslim and dying for democracy. Do not fall for the US down talk being bandied about by the supposed intelligensia.
Do not go short on the dollar, treasuries and budgets will be supported, because without US the rest of this screwed up world is pretty much like FORD (F_cked Over Road Debris).
The "soft patch" will end after 2Q, underlying economic growth currents are present, but not on the radar yet, due to latencies in reporting systems.
Rates will go up father than anyone imagines, and a lot of speculators and ostriches are going to get their heads handed to them.
Here at the world's largest theme park (America), the theme is just like in Vegas; "Yeah, We'll take your money".
We are the experts at taking and using OPM(Other Peoples Money). Its our game and we run the table.
More from Investors Insight and Paul McCulley of PIMCO on how China's money might be the next big import from China.
It is not altogether clear that allowing the RMB to float will mean an immediate rise in the value of the RMB. We have seen massive foreign direct investments in China for the last 20 years.
That investment has not had a chance to leave the country. Do you think that investors might like to take a little off the table when they get a chance?
I watch with increasing interest as a growing number of Chinese entrepreneurs come to the United States capital markets and list their companies on American exchanges through reverse mergers.
Do you think they might like to diversify their newfound wealth? Do you think other Chinese entrepreneurs would also like to diversify?
While I think over time we will see the RMB rise significantly, if the Chinese were to allow the RMB to float today, it is not altogether clear to me that the initial move of capital would be into China.
A radical readjustment of the currency in a country that is not prepared for it, and is already rife with potential instability, simply doesn't make sense.
China is our new Soviet Union, the diametric opposite which must always be present to play the US and THEM game. This is nothing more than a deivce to keep the herd, or the populace in line.
Pay no heed to the China up talk, its cheap publicity pablum for chumps and fools, just like their products.
They are the equivalent of The Wizard of Oz, a real paper dragon that we have created and that we could torch or let blow away in the breeze at any given moment.
When it comes to push or shove, economically and militarily, within 15 business days, we can squash anyone on this planet like a scuttling Bronx or Kauai cockroach.
In the case of China, more like a Bradenton Palmetto bug. Because in their case, there would be little resistance as they are non Muslim and dying for democracy. Do not fall for the US down talk being bandied about by the supposed intelligensia.
Do not go short on the dollar, treasuries and budgets will be supported, because without US the rest of this screwed up world is pretty much like FORD (F_cked Over Road Debris).
The "soft patch" will end after 2Q, underlying economic growth currents are present, but not on the radar yet, due to latencies in reporting systems.
Rates will go up father than anyone imagines, and a lot of speculators and ostriches are going to get their heads handed to them.
Here at the world's largest theme park (America), the theme is just like in Vegas; "Yeah, We'll take your money".
We are the experts at taking and using OPM(Other Peoples Money). Its our game and we run the table.
More from Investors Insight and Paul McCulley of PIMCO on how China's money might be the next big import from China.
It is not altogether clear that allowing the RMB to float will mean an immediate rise in the value of the RMB. We have seen massive foreign direct investments in China for the last 20 years.
That investment has not had a chance to leave the country. Do you think that investors might like to take a little off the table when they get a chance?
I watch with increasing interest as a growing number of Chinese entrepreneurs come to the United States capital markets and list their companies on American exchanges through reverse mergers.
Do you think they might like to diversify their newfound wealth? Do you think other Chinese entrepreneurs would also like to diversify?
While I think over time we will see the RMB rise significantly, if the Chinese were to allow the RMB to float today, it is not altogether clear to me that the initial move of capital would be into China.
A radical readjustment of the currency in a country that is not prepared for it, and is already rife with potential instability, simply doesn't make sense.
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