I've spent a decent amount of time in Central and Southern Africa. I've flown, for hours, in a heli over virgin forest.
You know what that forest is?
It's the new Grain Belt of the world.
The G20 just put out a communique stating their intention to invest in INFRASTRUCTURE to enable the DEVELOPMENT of AGRICULTURE in Africa.
Boy, to own a cement factory in DRC... profitable!
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At least until the brigands arrive.
Pff they're bitches.
Nice French libyan collateral to blackmail Germany with... fucking bitches ALL IGNORED ME when I said Libya was strategic victory. I have it fucking TIME-STAMPED on this blog.
Again, ignore me. I'm this close to shutting this blog down.
Two words for Ukraine: land reform. Money talks, bitches.
Q you can have full credit for Libya and the entirety of the ME if it will make you happy.
Where is CLN by the way? I want my money back, this movie is boring and the special effects are lacking.
http://macro-man.blogspot.com/2011/09/what-euro-dollar-funding-crisis.html
Here is something to cheer you up Q.
Michael Pettis raw and uncut before he posts on his own blog.
http://globaleconomicanalysis.blogspot.com/2011/09/eurozone-breakup-logistics-never.html
Threats and coercion seem to failing miserably but the Banks (and Jeffery Sachs) aren't letting that deter them, so hard to say if Plan C has any chance.
Copper is your tell that Asia has hit the fan.
QATAR IS REFINANCING BNP PARIBAS.
LIBYA CONNECTION, NON?
I'm putting out equity trade strategy for those interested. email me.
http://www.reuters.com/article/2011/09/21/us-bnp-qatar-idUSTRE78K6B920110921
What's your email qadi
Btw get cln back! Gold and treasuries are finally decoupling. What does he say now?
You know CLN's thesis: death of global trade and carry trade.
CLN is busy, AFAIK.
Ah, fuck it, here's a better trade idea than the one I had:
http://www.tailhedge.com/tailhedge-blog.html
The US is throwing everything it can at China, now, including tariffs. Geithner's back is to the wall.
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