O
Oscar_IHB
Guest
I'm continuing this conversation from the day trading thread:
[quote author="Oscar" date=1231384311][quote author="blackvault_cm" date=1231368900][quote author="ABC123" date=1231349532][quote author="blackvault_cm" date=1231296804]
5-6K Dow is still my target assuming we dont have a major war with either Russia, China or US involved with whoever else. Then I'd say Dow to 2K.
</blockquote>
Do you think a major war could be a real probability?</blockquote>
Take China...They f'ed up royaly by limiting how many females per household they can have or females in general. Now there is an inbalance between male/female population. What do you do? put all those men to work as new factories are popping up left and right. Wait a sec...they are shutting down left and right now because of the economy. What does that extra testasterone do since it can't mate and start a family? they riot...this is what currently is happening in China today. How does a government get rid of riots and these extra males? Start a war. The country gains by defeating its foes, and gains by losing some of its own males to create balance.
Thoughts?</blockquote>
It's actually worse than that. Five years ago, I calculated that by next year they will have ~14.7 MILLION more men of fighting age than women of childbearing age. The raw data came from <a href="http://esa.un.org/unpp/index.asp?panel=2">the UN's own projections.</a> Essentially they could lose 14 million males between the ages of 15 and 40 <strong>and still maintain parity between men and women of reproductive age!</strong> And China just moved to <a href="http://news.cnet.com/8301-13578_3-10132348-38.html">block all internet porn</a>. If a minimum military division consists of 10,000 men, China could soon have 1400 divisions of formerly unemployed, frustrated, angry men ready to fight.
In contrast, the United States has a total armed force of ~2.8 Million if you include reserves. The only thing working in our favor is that China isn't prepared for war at sea and Russia is a much closer and more tempting target.</blockquote>
[quote author="WINEX" date=1231387185][quote author="Oscar" date=1231384311]
In contrast, the United States has a total armed force of ~2.8 Million if you include reserves. The only thing working in our favor is that China isn't prepared for war at sea and Russia is a much closer and more tempting target.</blockquote>
And we have better trained warfighters, weapon systems, and logistics systems to supply our people with food, fuel, and ammunition. Russia had problems supplying their own troops when they fought Afghanistan, and they share a border with Afghanistan. Forget about either China or Russia being able to fight a war half way around the world.</blockquote>
[quote author="skek" date=1231389581]I think I mentioned this a while back, but American military intelligence was surprised at the poor performance of the Russian army during the Georgian incursion -- even though Russia routed the Georgians, their ability to project conventional military power was anemic at best. The Russian army, through neglect and poor training, is at this point not much more effective than any other developing nation's military.
Obviously, the big caveat are the nukes.
China on the other hand is rapidly trying to develop a first world military, and they are doing it strategically. They have plans to develop and deploy an aircraft carrier, and other than the US, they are the only nation currently undertaking such a program (UK and France I believe have their plans on hold). Also, through aggressive espionage, they are working to neutralize American air and naval superiority by stealing our next generation stealth and sonar technology. I had the honor of visiting a naval carrier group at sea during exercises not too long ago and they told stories of the cat and mouse games they would play with Chinese subs. In short, the Chinese subs are rudimentary in firepower compared to ours, but they have the stealth capability to sneak up alongside an American carrier or into an American port. You can figure out what that means.
I don't think the US will go to war with either Russia or China on account of the nukes. Nor do I think Russia and China go to war because of the nukes. All three have too much to lose. If things go from bad to worse in the global economy, my prediction is one of two outcomes: (1) internal civil unrest that could destabilize either the Chinese or Russian governments, with all its attendant problems, and/or (2) a return to the Cold War meme of proxy wars and banana republics, with the added dimension of non-state, transnational proxies.
The new dimension that has all the foreign policy scholars fascinated is the economic interdependence that now exists between the US and China and, to a lesser extent, Russia. By all accounts, Russian belligerence caused foreign investment to flee the country which has crushed their economy and exerted more pressure than US diplomacy ever could. It remains to be seen how those three countries notch up their adversarial positions, while maintaining the trade they all require for survival.
For the record, I am more worried about Russia than China in the mid term (next 10-15 years). The Chinese trajectory is up, while the Russian trajectory is down. I see the potential for a rise in militant nationalism in Russia with fewer opportunities for economic growth and an increasingly desperate leadership trying to hang on to power by any means necessary. You want a doomsday scenario, imagine Russia as a Yugoslav-style failed state...</blockquote>
[quote author="Oscar" date=1231384311][quote author="blackvault_cm" date=1231368900][quote author="ABC123" date=1231349532][quote author="blackvault_cm" date=1231296804]
5-6K Dow is still my target assuming we dont have a major war with either Russia, China or US involved with whoever else. Then I'd say Dow to 2K.
</blockquote>
Do you think a major war could be a real probability?</blockquote>
Take China...They f'ed up royaly by limiting how many females per household they can have or females in general. Now there is an inbalance between male/female population. What do you do? put all those men to work as new factories are popping up left and right. Wait a sec...they are shutting down left and right now because of the economy. What does that extra testasterone do since it can't mate and start a family? they riot...this is what currently is happening in China today. How does a government get rid of riots and these extra males? Start a war. The country gains by defeating its foes, and gains by losing some of its own males to create balance.
Thoughts?</blockquote>
It's actually worse than that. Five years ago, I calculated that by next year they will have ~14.7 MILLION more men of fighting age than women of childbearing age. The raw data came from <a href="http://esa.un.org/unpp/index.asp?panel=2">the UN's own projections.</a> Essentially they could lose 14 million males between the ages of 15 and 40 <strong>and still maintain parity between men and women of reproductive age!</strong> And China just moved to <a href="http://news.cnet.com/8301-13578_3-10132348-38.html">block all internet porn</a>. If a minimum military division consists of 10,000 men, China could soon have 1400 divisions of formerly unemployed, frustrated, angry men ready to fight.
In contrast, the United States has a total armed force of ~2.8 Million if you include reserves. The only thing working in our favor is that China isn't prepared for war at sea and Russia is a much closer and more tempting target.</blockquote>
[quote author="WINEX" date=1231387185][quote author="Oscar" date=1231384311]
In contrast, the United States has a total armed force of ~2.8 Million if you include reserves. The only thing working in our favor is that China isn't prepared for war at sea and Russia is a much closer and more tempting target.</blockquote>
And we have better trained warfighters, weapon systems, and logistics systems to supply our people with food, fuel, and ammunition. Russia had problems supplying their own troops when they fought Afghanistan, and they share a border with Afghanistan. Forget about either China or Russia being able to fight a war half way around the world.</blockquote>
[quote author="skek" date=1231389581]I think I mentioned this a while back, but American military intelligence was surprised at the poor performance of the Russian army during the Georgian incursion -- even though Russia routed the Georgians, their ability to project conventional military power was anemic at best. The Russian army, through neglect and poor training, is at this point not much more effective than any other developing nation's military.
Obviously, the big caveat are the nukes.
China on the other hand is rapidly trying to develop a first world military, and they are doing it strategically. They have plans to develop and deploy an aircraft carrier, and other than the US, they are the only nation currently undertaking such a program (UK and France I believe have their plans on hold). Also, through aggressive espionage, they are working to neutralize American air and naval superiority by stealing our next generation stealth and sonar technology. I had the honor of visiting a naval carrier group at sea during exercises not too long ago and they told stories of the cat and mouse games they would play with Chinese subs. In short, the Chinese subs are rudimentary in firepower compared to ours, but they have the stealth capability to sneak up alongside an American carrier or into an American port. You can figure out what that means.
I don't think the US will go to war with either Russia or China on account of the nukes. Nor do I think Russia and China go to war because of the nukes. All three have too much to lose. If things go from bad to worse in the global economy, my prediction is one of two outcomes: (1) internal civil unrest that could destabilize either the Chinese or Russian governments, with all its attendant problems, and/or (2) a return to the Cold War meme of proxy wars and banana republics, with the added dimension of non-state, transnational proxies.
The new dimension that has all the foreign policy scholars fascinated is the economic interdependence that now exists between the US and China and, to a lesser extent, Russia. By all accounts, Russian belligerence caused foreign investment to flee the country which has crushed their economy and exerted more pressure than US diplomacy ever could. It remains to be seen how those three countries notch up their adversarial positions, while maintaining the trade they all require for survival.
For the record, I am more worried about Russia than China in the mid term (next 10-15 years). The Chinese trajectory is up, while the Russian trajectory is down. I see the potential for a rise in militant nationalism in Russia with fewer opportunities for economic growth and an increasingly desperate leadership trying to hang on to power by any means necessary. You want a doomsday scenario, imagine Russia as a Yugoslav-style failed state...</blockquote>