What Warren Buffett Knows About USA that NO MEDIA EXPERT is telling you? READ All about USA strategy.
December 10, 15
What Warren Buffett Knows About USA that NO MEDIA EXPERT
is telling you? READ All about USA strategy.
Greetings from Hitesh!
It has been a quite a long time since I am keenly observing USA and its moves.
In fact, I had studied the HOROSCOPE plus VASTU of USA in my post some 3 months
back. All I am trying is to understand its MIND. I do not claim that I have got
the HOLY GRAIL of the same – but this post will surely remove some of the most
common belief about USA.
Thanks for your
appreciation for my last post on BONDS and PENSION plans. Many have decided to
reconsider their decision after reading our analysis. Now, let me deal with
WARREN first.
Warren Buffett’s Investments:-
I am observing his
behavior through his public statements and his yearly shareholder letters. He
has always been positive in USA – in words and in deeds. The biggest proof is
his major investments are in USA even today!! He has not come to EMERGING
MARKET /CHINA or any other country in a BIG WAY. WHY? He must have some inside
view of USA – that experts are not talking about.
Let me deal with SYRIA
incidence to bring home the point.
WHAT is happening in SYRIA?
The game started long
back with IRAN and IRAQ war in 1980s. When USA troop attacked IRAQ in 2003 – it
went into CIVIL between SHIAS and SUNNI. SUNNI were in MARJORITY, but when USA
left IRAQ – it gave power to Mr.Nouri Al Maliki as a democratic president in
2008. This guy gave the major power to SHIAS in Government and SUNNI’s felt
left out.
Sunni’s decided to
come out with their leader – this led to the birth of Al-Baghdadi who
established the organization ISIS (Islamic
state of Iraq and Syria) controlling majority of the Sunni areas of IRAQ.
(This is USA way of
dealing with the other countries. It will have its own government and to
control the government – they support the rebellions like Al-Baghdadi. Same way
they created ARAB SPRING (rebellion in
the Arab world against their rulers).
In June 2014, ISIS announced the establishment of a worldwide
caliphate. Al-Baghdadi was named its caliph. Systematically, after 2011 the
effects of the Arab spring started overflowing into Syria.
The Arab spring led to a lot of protests against the
Assad govt. in SYRIA. But it could not cover much ground.
So, a fraction
of the Syrian army broke off and formed the free Syrian army with the help of the US. The rebels
plus free Syrian army holds territory in the north-western part of Syria. From
2011 to 2014, the ISIS started
occupying large areas, mainly Sunni dominated areas, of Iraq and Syria.
During the Syrian civil war, the ISIS
captured the Syrian city of Al-Raqqah, which became its headquarters in Syria.
Today there are 5
parties in the picture.
1. The Russians forces, led by Vladimir Putin.
2. The Syrian Army, led by President Assad of
Syria.(Supported By The Russians and IRAN).
3. ISIS led by
Al-Baghdadi. (According to me, secretly backed by the US to destabilize the
Assad govt)
4. The Free Syrian Army, supported/backed by the US.
5. The United States and its Allies.
What is the POINT I am driving at?
If you study closely –
you will find USA is involved directly or in-directly in the game. Most GUYS are of
the opinion that USA is doing all these things to take control of OIL assets in
the Middle East. I find it FUNNY. All obvious reasons are always FUNNY. 90% of
the lot is happy believing in obvious reasons and that’s why they remain NORMAL
for the life.
Another
belief about USA is that it is a consumption economy. You talk about it and all
NORMAL guys would AGREE that it is consumption economy!! In fact, when QEs were
launched these guys were happy that they would be able to sell their goods to
USA guys and make money.
But have you ever
thought on what basis – USA is able to afford such a high consumption? On what
basis they are able to carry such a HUGE DEBT in their books? What makes them
comfortable to leave such a life? On what basis they are controlling the world?
Let us look at the USA:-
USA has a Defense
budget of USD 400 bln to USD 700 bln since 2001. It had always been highest in
the WORLD in absolute terms since 1947!!
Just to give
perspective to this figure – India’s GDP is USD 1.8 Trillion and USA budget is
30% of it!! China’s Defense Budget is about USD 110 Bln, second highest after
USA!! USA is spending 5 times more than CHINA on Defense. Do you understand why
CHINA is still listening to USA?
They generate lot of Weapons
of MASS destructions and to sell them they need WAR or WAR like Situations. So,
they go on creating fighting between various countries. (Most civilians are
being killed by both the sides in SYRIA!! Do you understand the game?)
Every time Pakistan
attacks us and our govt do not reply in the same way – some jokers start
criticizing the govt for their coward-ness. But we are blessed with most
intelligent people at the top and they do not want to give our control to USA
game plan by starting a WAR with Pakistan. So, USA is forced to look for other
market.
What will be USA’s Next Move?
If you look
at the Middle East Map – only IRAN is left out. IRAN is supporter of ASSAD
Govt. in SYRIA. From Feb.,2016 – I see IRAN will be a direct PARTY to the WAR
with US led groups. USA wants to sell as much weapons as it can in 2016 to
revive the economy.
USA has the fair IDEA that they will be able to do it very successfully in 2016. So, they
have started a talk of increasing the rates. They wanted to do it in 2015 early
– but the WAR was not so SEVERE. But now the WAR will enter in to LAST PHASE and
USA will reap the most benefit of the same in two ways.
For WAR they will sell
Weapons and to revive and reconstruct the countries so destroyed – USA multinationals will get billions of
DOLLAR business. In the process – Balance of PAYMENT of USA will get covered up
and debt will go down!! It’s all about Money, Honey!! Got the game?
What is my View?
USA has stated a
two-way game plan to revive the economy. One was inside and other was outside
as explained above.
In late 90s when they
realized that they can’t do anything – they did 9/11 by bringing down World
Trade Centre ( they did it and not Al-Qyada as it is believed). They allowed
Financial Scam in 2007!! These have helped US Govt to mallow down the
expectations of US citizen. Today – US guys are little careful when they spend
their money!! So, expenses have gone down.
Along the side it
started attack on IRAQ in 2003 as explained above. With the WAR move – they
will sell their weapons, generate income and reduce debt.
Mr. Buffett knows this and that’s why he is
least interested in investing outside USA!! This makes a strong case of big
rate HIKE post 2016!! Not NOW.
But will USA be successful? I will deal with my
reading some other day.
What Next?
I always try to go
beyond the OBVIOUS. This article is part of that effort. Hope you like the
same. If you like our approach to read between the lines and understand the
HIDDEN and UNTOLD secrets – you can take advantage of our services. This
ability is a MUST when you deal with the MARKET!!
We are open for yearly subscription for
2016. You can also take a trial of 3 months if you wish.
If you want to know how would be your 2016
and beyond based on your HOROSCOPE or birthdate – you can contact us. It’s free
for our clients. Non-client’s can have it at nominal fees.
Your decisions today will decide your
destiny in 2016. So, make correct and timely decision to join us NOW.
Wish You ALL A THINKING THURSDAY.
Follow me on Twitter @hiteshmparikh or
on Whatsapp - +91-9869425399.
Our blog sites are – http://bestofhiteshparikh.blogspot.in and http://createwealthwithhiteshparikh.blogspot.in.
Live With Passion…Invest With Passion.
Hitesh Parikh.
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