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  1. R

    food riots by 2012?

    taiwan-north korea deal seem credible.. Though china fear North korea would implode due to food shortage, it would mean lots of refugee on their borders. And Taiwan is all about tax revenue. Fujianese people are angry at taiwanese for talking as if fujianese are taiwanese..it insult...
  2. R

    Saudi's bought $3.5 BILLION worth of Gold in LAST 2 WEEKS

    What is the common view of activist investors? What do they find the best solutions in the long run? I am sure some of you have been here for a while, do you sense a trend in feeling? I am more into geopolitical issues, US selling very strategic weapons in exchange for capital for basic...
  3. R

    PLAN for the worst, Hope for the Best

    There has some expertise to slow down bankrupcy, consumption and extreme individualism. So some areas will be hell and some will be clean. It depend how your mayor is managing crisis, with whom he is surrounding, how does he talk with the homeless. Where does your food supply comes...
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    Text of final G20 Communique

    You can also see it as immature kids being rehabilitated in a boot camp.
  5. R

    food riots by 2012?

    Bush going in Irak in 2001? They may have believed they we're not prepared enough to manage all that, also having your army in foreign land would have meant weakness at home while there was a void to fill. They needed a lesser war, taliban was better. Then with intelligence units, DoD...
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    Text of final G20 Communique

    Is there something missing?
  7. R

    Hyperinflation

    default on domestic debt..does it mean inability to pay unemployment payment to a level enough for citizen to eat properly? will there be enough to pay the transition to re-industrialization?
  8. R

    Hyperinflation

    Do you see difficulty paying unemployment demand to a level that is enough for citizen to remain at home instead of riots or black market hypergrowth?
  9. R

    Media created myth of demand destruction.

    FAO (food and agriculture organisation) made a report, that slow growth would push planting down, so food prices would likely hit an other crisis during the summer of 2009.
  10. R

    We need to go back to fixed exchange rates

    Martin Wolf from the FT asked for that too, one week ago. It would provide an ideological win for China and they would be more psychologically able to provide stable supply of credit to US. But more needs to be done.. Selling strategic military device would level the playing field...
  11. R

    food riots by 2012?

    It also depend whom is sending the nukes. If it has implicit insurance from china, then US is in deep shit. But if it is rogue states..things will settle and it will provide cover to centralize power and define a collective policy. China or Russia: Forced to consume less but not...
  12. R

    Is the US....A Giant Iceland ?

    It has ever been this type of functioning. Though i don't know, if nuclear total wars is still a parameter that are making this relevant in a time of scarce ressource. In short, could we resort to self-destruction because of the shame of having spend all the natural ressources on earth?
  13. R

    Is the US....A Giant Iceland ?

    Some will change things (peacefully or-and violently), i think the leadership right now is sticking around local governance. So some cities will be great and some will be hell.
  14. R

    Is the US....A Giant Iceland ?

    There is one thing, that makes this not a plausible outcome. People are too paranoid to give power to a tight group for a long term. There are many who would want that..but it may means a civil wars. I am not sure people want a civil wars, too many still have something to lose..maybe in...
  15. R

    Is the US....A Giant Iceland ?

    Wolff, chief economist of the FT said that bretton woods is now inevitable. Should it remain like that more than 1 year?
  16. R

    the roots of the root problems

    Ads are promoting that you can have whatever you want..since they represent the most constant tools to influence people..it may have helped created a mood that nothing matter.
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    Do you think the US will default on its debt?

    I thought, it would be different this time given the need of everyone to support the US until there is more transparency with china and russia.
  18. R

    Do you think the US will default on its debt?

    Do you think the 600 bn $ china is preparing to re-invest into its infrastructure will be enough to kickstart the world economy?
  19. R

    Do you think the US will default on its debt?

    So you think they don't have the guts to ask for something back? I mean to finance the .25 they lose..
  20. R

    Do you think the US will default on its debt?

    The food and agriculture administration (FAO) is predicting a new wave of high food price next summer (2009). Farmers are expected to cut on planting to adapt to lower growth. That beside China massive investment in infrastructure, will provoke inflation. Note: If china starts investing...
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