Feb
03
Posted (Van Santos) in Business on February-3-2009

It was just a matter of time before the protectionist tone the new U.S. administration and Congress set started to get the attention of other world powers.  The European Union has threatened to retaliate if the U.S. sticks to its guns on “Buying American” with the money provided by the next stimulus package.

That whole “None of the funds appropriated…may be used for a project for the construction…unless all of the iron and steel used in the project is produced in the United States” looks to be in major jeopardy (as it should be).  Look for any other language that restricts funding to Union only labor to be removed or altered. That same goes for any language restricting companies that can be recipients of such funds.

A trade are would not benefit any country; U.S. or otherwise.  

The American political system is sending a very dangerous message to the rest of the world, a “U.S. only” message that could easily be misconstrued as a sign that we are only concerned about U.S. interests only.

While we live in a global economy, and the United States needs to address U.S. concerns, our politicians need to be highly aware that other economies are hurting as well. While not looking to the U.S. to solve their problems, they are looking for signs that the free market is still alive (maybe not healthy, but alive…)

A trade war would only cause the recession/depression be prolonged and intensified, let’s just hope somone is paying attention.



 
Dec
30
Posted (Van Santos) in Business on December-30-2008

Jim Rogers is a hedge fund pioneer who retired at the age of 37, he is always a great interview and you need to take a listen to what he is talking about now.

If you don’t wish to view the video, here are the highlights:

  • Worst recession since WWII in the US
  • Could be as bad as the depression because politicians are making big mistakes
  • Worried because Mr. Obama wants to tax capital and move toward protectionism
  • China will be the great country of the 21st century, no way seen how American will be the great Country of the 21st centry
  • America is propping up everyone in sight, which will lead to run away inflation
  • American Government needs to let companies fail
  • Commodities are in short supply and will continue to over the next 10 years, we will have serious supply problems
  • US Dollar is a terribly flawed currency

Here is the full video, if you have 20 mins.