Green King

Link please i wasn't here two years ago thanks ;D

I found this interview while searching for a hour or more video on Carlota Perez quite interesting. If you can get pass the interruption of the interviewer the interview brings quiet interesting ideas and perspectives First talks about technology cycle, touches a little on Carlota Perez and others (takes place in 2008) And the current economic problems caused by technology This one takes place in 2002 post crash he talks about Japan and why it he thinks it happened Next move for technology going forward and other things Watch the whole thing as it dose get interesting. Please comment on things said on the interview that you disagree with or dose not like. I don`t know much about the tech sector i thought it was good but i don`t know enough about this to make a judgement. Share you knowledge

Can you explain how it isn`t relevant ? doesn`t this mean that it will take longer for housing to recover and hence the economy?

If this has been done for a long time. Than how would they be able to gain more revenue and growth without lowering the standards ? what will happen when the standards are lowered ?

This is not going end well. Are the Banks taking on these risks or are they selling it off to others?

go E.T.F and volatility. more for value for us!!! ;D I found William J. Trainor Jr 's paper on market volatility and ETF http://direxionshares.com/pdfs/DS_Paper_011210.pdf What do you guys think about it ?

Thank you

Here is a interview of Warren On Charlie Rose http://www.charlierose.com/view/interview/11919

They are very good interviews. Hope they are not just saying what we want to hear. Politicians in China say one thing and do another. Let hope they know how to make the changes, want it and have the support to do it. Dose anyone know how can a major change be made in China? (I mean in terms of process ? for example in North America we will need a mass populist movement to bring real change the social safety nets, segregation , freedom of speech, and etc. )

Agree with you - the G&M does tend to be balanced and less hysterical. Chanos is virtually persona non grata on this board but his comments on China are worth paying attention to - no question of short and distort here imo. Would like to hear from members here who are more familiar with China (or better still live there) what thoughts they have on Chanos's remarks. There is a bubble and the prices of housing are far too high. But the government has nothing else to do to grow the GDP. Since to grow high tech you need great software (good and creative minds) which takes far longer to develop. For a good or expert employees that could create real change you would need at least 20 to 30 years to train them and China has only been developing for a few years. So for China to continue to growth GDP it has to keep on building. (The local government also has its revenue coming for the selling of land and the extortion of the real estate contractors for bribes at each level of constructions.) The question should be when will it happen. Since most of the Wealthy and the Party Leaders are heavily invested. (So they would not allow it crash unless there is nothing else they can do about it.) So this will last a long time. (5 to 6 years) When all the money runs out to support it. There is also the question of the one child policy and its effects. There is one Child to two parents and four grandparents and if they are well off in some areas they all have a few apartments. So when they get married and the grandparents die they would be inheriting at least 2 apartments. and if their parents die two more. The questions is in the long term who is going to live in them.

If China collapse what is going to be the next engine for growth? The only reason that Germany, South America and many others is because of China`s spending in infrastructure. Or is this world going to be in stasis like Charlie Munger said about Japan.

where is the PDF ? Why can`t i find it has it been removed ? Can some attach it onto thread if they have it downloaded?

3. The strongest military in the world. 4. The constitution (If restored) How would the numbers look if a take away the bush tax cuts?

Nice! ;D

dose Anyone out there got current info on the company ? How do you value the water play in this ?