[AndersB]

Solomon, on 15 August 2011 - 10:51 PM, said:

Generally I believe the Western economies are coming back to the world.
They sprinted ahead on the adrenalin fix of debt, and they are slowly being reeled in by natural forces.

Perhaps from a philosophical view, there is a global leveling of living standards happening. As economic activity seeks out to exploit lowest costs in supply chains globally, there will be an increase in economic growth in relatively poorer countries. For example, I think there will be great growth in Vietnam and the Philippines in the next decade.

There are of course many other factors that influence this process, such as political and legal stability, level of corruption, educational standards, and cultural issues.

So, even if the traditionally developed countries are facing tough times, perhaps in the great scheme of things what is happening is a good thing. Maybe the hegemony of the old "west" will be replaced with something more equitable across the world in the future?

Still, this is not a process that is happening without conflict. I just hope that the "Great Game" will not turn into WW3.
http://en.wikipedia..../The_Great_Game

[Mr Medved]

cobran20, on 16 August 2011 - 12:40 AM, said:

Food for thought!

Very nice chart, thanks for sharing.

[Solomon]

The DAX and US futures are down around 4% again!!
Hope you got your skates on tomorrow.
What did Max say about - rollercoasters????

[cobran20]

The vampire squid is looking shaky!

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[cobran20]

cobran20, on 24 September 2011 - 03:23 AM, said:

Resource companies are making massive investments, Goose tells us that all is Ok and the mining boom will protect us. OTH, Dr Copper could be signalling that the party is over!

Resource companies today - banks tomorrow!

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[wulfgar]

cobran20, on 26 September 2011 - 07:58 AM, said:

Resource companies today - banks tomorrow!

CBA is the same price as 5 years ago, I hope the dividends were worth it!

Next stop......$27

[cobran20]

The Coppock indicator is now in the negative.

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[cobran20]

Not only the price rose, contrary to the talkinh heads expectations, but possibly made a double bottom.

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[Mr Medved]

cobran20, on 31 October 2011 - 08:14 AM, said:

Not only the price rose, contrary to the talkinh heads expectations, but possibly made a double bottom.

I was thinking, "would it be possible for things to get worse for Qantas?" Perhaps the share price has found a bottom (for now).

[cobran20]

Mr Medved, on 31 October 2011 - 09:29 AM, said:

I was thinking, "would it be possible for things to get worse for Qantas?" Perhaps the share price has found a bottom (for now).

Just checked - the All Ords is down > 1% and Qantas is up > 4%! Looks like the company is going to get its re-structuring wishes.

[cobran20]

Beginning to look like a diving competition!

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[cobran20]

This confirms that equities have been in a long term bear market. Gold, property and even term deposits have done better.
There must be a lot of people approaching retirement who are having their expections 'managed' as far as when they can retire and how much they can expect to live on!

Exploring the superannuation rankings
Calibrate your expectations

[cobran20]

I've been dead wrong on BHP about how high it climbed after the 2009 low. But I'm still inclined that it will hit $20 first rather than a new high. This is worth watching to see if Commodities Boom II is nothing more than a figment in Goose's mind!

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[Solomon]

cobran20, on 20 November 2011 - 03:50 AM, said:

I've been dead wrong on BHP about how high it climbed after the 2009 low. But I'm still inclined that it will hit $20 first rather than a new high. This is worth watching to see if Commodities Boom II is nothing more than a figment in Goose's mind!

Does that chart look like a bubble to anyone else?

[cobran20]

Solomon, on 20 November 2011 - 09:55 AM, said:

Does that chart look like a bubble to anyone else?

Do you think there could be a relationship between BHP and this one?!

[mattau]

AndersB, on 16 August 2011 - 05:55 AM, said:

Perhaps from a philosophical view, there is a global leveling of living standards happening. As economic activity seeks out to exploit lowest costs in supply chains globally, there will be an increase in economic growth in relatively poorer countries. For example, I think there will be great growth in Vietnam and the Philippines in the next decade.

There are of course many other factors that influence this process, such as political and legal stability, level of corruption, educational standards, and cultural issues.

So, even if the traditionally developed countries are facing tough times, perhaps in the great scheme of things what is happening is a good thing. Maybe the hegemony of the old "west" will be replaced with something more equitable across the world in the future?

Still, this is not a process that is happening without conflict. I just hope that the "Great Game" will not turn into WW3.
http://en.wikipedia..../The_Great_Game

Hey Anders,
Your post is really interesting. I've travelled to the Philippines a number of times throughout my lifetime, and i agree that the economy and living standards are gradually getting better there. I even see more demand for Philippine workers when it comes to the outsourcing space online. In contrast, Whenever I examine the market trends of Australia and compare it with other developing countries, sometimes you can notice the growth rates in Australia are often not as high as other developing and emerging economies. Many developed countries now were once very poor, but are now a major force in the global sphere, such as India and China and Brazil.

Let's see how things change over the next 10,20 and even 50 years....