william the wie
Gold Member
- Nov 18, 2009
- 16,667
- 2,402
- 280
Australian floods have taken out many of their coal fields and the US as the Saudi of coal will take up most of that slack.
Chinese Capital Control reform will inject something in the low trillions of capital into the world economy as it gathers speed.
The US is still best of the worst by a fairly wide margin so its safe haven status will kick in as the EU crisis worsens.
That's the good news. The bad news.
The EU crisis will worsen until it hits bottom but then all of the lovely loot will flow right back out just as soon as everyone is certain that the bottom has been reached.
The Australian coal fields will reopen and take back the China and Indian markets due to a better than 2 to 1 logistics advantage relative to the US.
The CCC reform is supposed to cushion the Chinese real estate bust, which is going to happen. Once it happens the flow of new money will end and perhaps reverse.
In future episodes of how the US capital markets implode banking and residential real estate are still steering for the big splash at the bottom and the splash will be big.
So what are going to be some of the non-obvious effects of these capital flows?
Chinese Capital Control reform will inject something in the low trillions of capital into the world economy as it gathers speed.
The US is still best of the worst by a fairly wide margin so its safe haven status will kick in as the EU crisis worsens.
That's the good news. The bad news.
The EU crisis will worsen until it hits bottom but then all of the lovely loot will flow right back out just as soon as everyone is certain that the bottom has been reached.
The Australian coal fields will reopen and take back the China and Indian markets due to a better than 2 to 1 logistics advantage relative to the US.
The CCC reform is supposed to cushion the Chinese real estate bust, which is going to happen. Once it happens the flow of new money will end and perhaps reverse.
In future episodes of how the US capital markets implode banking and residential real estate are still steering for the big splash at the bottom and the splash will be big.
So what are going to be some of the non-obvious effects of these capital flows?