 |
I guess the central theme is still, as it's been for 2006, globalization,
who's got competition? who need adjustment? how?
who will survive? and who will win?
who have obligations? what are the choices they have?
who have money and money in what kind of form? what asset will in fashion? what asset to eventually settle with? what's the rotation direction and what will be the path?
-----------------
there are no glass balls,
but there are visions,
all best,
|
|
|
