[Rhodes22-list] Investments/international business
Brad Haslett
flybrad at gmail.com
Mon May 5 09:59:56 EDT 2008
Rummy,
Here's a timely article on globalism - more political than economic but it
discusses how we benefit and what some of the challenges are.
http://www.newsweek.com/id/135380
There's a lot capital floating around the world and as you noted, much of it
is landing here. Viva la capitalism. Viva la free trade!
Brad
On Mon, May 5, 2008 at 8:37 AM, <R22RumRunner at aol.com> wrote:
> The demand for iron ore doesn't seem to be diminishing for the foreseeable
> future. I'd be willing to bet it will last another two to three years.
> Something Slim may or may not be aware of, the iron range in northern
> Minnesota has reopened and is going gang busters. Many of the steel mills
> in
> Indiana are once again receiving the ore and are processing it for foreign
> shipments. The Indiana steel mills have been resurrected by Russian
> businessmen.
> Gotta love international business.
>
> Rummy
>
>
> In a message dated 5/5/2008 7:59:02 A.M. Eastern Daylight Time,
> flybrad at gmail.com writes:
>
> Rummy,
>
> Don't forget the business cycle - what goes around comes around! I
> cashed
> in some of my international chips to buy my airplane (worse than boats
> for
> money pits, definitely not investing). Commodities are at a 200 year
> high
> because of demand from India and China. They have their own cycle as
> well.
> China has significant problems to face down the road and can't keep the
> current pace going forever. I manage a pretty good chunk of change for a
> Chinese investor (who has a similar education as mine, an accounting
> degree
> in China with a US MBA from a high profile school) in US muni-bonds -
> same
> deal as you in reverse. It's all in the eyes of the beholder. If I knew
> where the market was going to be in a year I'd be out shopping for a
> Gulfstream instead of busting knuckles on an old Bonanza.
>
> Brad
>
> On Mon, May 5, 2008 at 6:42 AM, <R22RumRunner at aol.com> wrote:
>
> > Brad,
> > The code isn't difficult to break. Just take a look at the global
> economy
> > and see who and where the money is being spent. Natural resources such
> as
> > steel
> > as an example. China and India are buying steel at an incredible rate.
> > Then
> > there is the shipping company's and the company's that build the ships.
> > Enough
> > said.
> >
> > Rummy
> >
> >
> > In a message dated 5/5/2008 7:34:03 A.M. Eastern Daylight Time,
> > flybrad at gmail.com writes:
> >
> > Rummy,
> >
> > Congrats! You broke the code. In the long run, the US economy is a
> safe
> > bet but I've been about a third vested in international for over a
> decade
> > and it's worked out as a good hedge. The dollar just started moving
> up
> > against the euro last week and traders are placing their bets on the
> > dollar's rise. Defining exactly what is international isn't exactly
> > easy.
> > My employer does business worldwide, same as GE, Boeing, etc. Good
> luck.
> >
> > Brad
> >
> > On Mon, May 5, 2008 at 6:26 AM, <R22RumRunner at aol.com> wrote:
> >
> > > Brad,
> > > The answer to where my investments are held is that they are not in
> > this
> > > country. Our economy is way to unstable at this time.
> > > I am invested in international company's.
> > >
> > > Rummy
> > >
> > >
> > > In a message dated 5/4/2008 9:52:07 P.M. Eastern Daylight Time,
> > > flybrad at gmail.com writes:
> > >
> > > Earth to Frone,
> > >
> > > Did you catch the snippet from Rummy the other day that his
> > investments
> > > were
> > > doing well? You think he invested in Castro's Cuba or the country
> > that
> > > dumbass Bush destroyed?
> > >
> > > Brad
> > >
> > > On Sun, May 4, 2008 at 8:13 PM, <FCrawford0707 at aol.com> wrote:
> > >
> > > >
> > > > In a message dated 5/3/2008 8:28:50 A.M. Eastern Daylight Time,
> > > > R22RumRunner at aol.com writes:
> > > >
> > > > Herb,
> > > > This isn't about me or my mother. This is a discussion about
> the
> > > dumbest
> > > > SOB
> > > > that has ever taken the oath of office. I didn't call you on
> > breaking
> > > the
> > > > rules, that was someone else.
> > > >
> > > > Rummy
> > > >
> > > >
> > > >
> > > > Rummy - good for you to have the guts to say it as it is.
> Although
> > > there
> > > > is
> > > > more to it than dumb - Bush has done so much damage to our
> country
> > in
> > > a
> > > > mere
> > > > 8 years that one wonders if he could have been worse had he been
> > > trying
> > > > to
> > > > damage us. It is hard to find a single policy that favors the
> > people
> > > of
> > > > our
> > > > country over whatever special interest he happened to favor on a
> > given
> > > > day.
> > > > Then there was the "proclamation" that if you "considered "
> sailing
> > to
> > > > Cuba,
> > > > your boat was subject to confiscation. Thanks for your candor -
> > Bush
> > > > will be
> > > > ranked either just above or just below Buchanan.
> > > > Frone Crawford
> > > > s/v Sunday Morning
> > > >
> > > >
> > > >
> > > > **************Wondering what's for Dinner Tonight? Get new
> twists on
> > > > family
> > > > favorites at AOL Food.
> > > > (http://food.aol.com/dinner-tonight?NCID=aolfod00030000000001)
> > > > __________________________________________________
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> > > >
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> > >
> > >
> > >
> > >
> > >
> > > **************Wondering what's for Dinner Tonight? Get new twists on
> > > family
> > > favorites at AOL Food.
> > > (http://food.aol.com/dinner-tonight?NCID=aolfod00030000000001)
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> >
> >
> >
> >
> >
> > **************Wondering what's for Dinner Tonight? Get new twists on
> > family
> > favorites at AOL Food.
> > (http://food.aol.com/dinner-tonight?NCID=aolfod00030000000001)
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>
>
>
>
>
> **************Wondering what's for Dinner Tonight? Get new twists on
> family
> favorites at AOL Food.
> (http://food.aol.com/dinner-tonight?NCID=aolfod00030000000001)
> __________________________________________________
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