Hi Herc; I have been researching this for many years now and...

Hi Herc;

I have been researching this for many years now and studied this factors you rightly have considered. The rate of Change in our society is incredibly fast and is only going to accelerate.

Strategic Materials are not a matter of if but a matter of survival in the global pecking order in my opinion.

It is not all bad for America and not all roses for China. The many posts where I have been outlining this across a few threads is because it is all coming to a great crescendo... Politically; Socially; Banking; Manipulation; Corruption; and so many more areas.

Here I will share some new stuff and then consolidate my thoughts from across a few threads and then post a close look at your post. For instance flight to safety happens all the time from getting out of one stock into another to moving from real estate to stocks or investors trying to get their money out of the US right now...

Sometimes it is not a flight to safety so much as a flight to better leverage and risk reduction.

At the most basic level here the smart money is already moving from less free countries to more free countries. From the West to the East. Aged Populations to Young Populations. Established to Emerging Nations.

Trade; Security and SL Vein are not in fact separate reasons for investing in Sri Lanka or MRL Corporation just like there is a strong link between a Nations Growth and Small Caps...

Trade; Security and SL Vein are in fact all related and all very connected just as most major thinkers in this field cannot stress enough the importance for a nation to invest in Strategic Materials...

For several years now I have posted how the Price of SL Vein is not right and I think it will be a weather vane for all of us in the coming months.

As for Gold not being linked I found the pdf interesting; the manipulation of Gold of course invalidates many of the pdf's assumptions.

I think there are a number of gold experts on HC that would be able to better challenge this...

(It makes Sense to consolidate the Data for Better Quality of Discussion )

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BOMBSHELL! Federal Reserve Admits It's Monetary Policy Has Failed. By Gregory Mannarino






http://www.cnbc.com/2015/08/18/st-louis-fed-official-no-evidence-qe-boosted-economy.html

St. Louis Fed official: No evidence QE boosted economy


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Correlation is not causation but I think there are some real cycles at play here like the Demographic Cycle that will not be denied or stopped.

The BRIC's are buying real assets and real currencies and I don't think next collapse in America they will be buying up the USD ! This time they are going to knock over the Chess board.

I also think it is not as simple as the Hyper Deflation or Hyper Inflation debate. I think wearing my genius hat for a moment that it is both and it is something else never seen before ....

The manipulation by Programs and the Derivative Debt insanity and Insane Political Union/Manipulations is actually collapsing nations in a way never really seen before.

So while in the short run we may even see the USD spike that is only in my opinion a momentary fever as their debt over takes 24 Trillion dollars (It is now around 19 Trillion)

So while Gold is clearly manipulated it is also a real currency that will out last these Fiat currencies.

Fiat currencies just don't last because the temptation to overprint and artificially lower the interest rates is to great for greedy bankers and militaries and governments.


CNBC reported:
In a white paper dissecting the U.S. central bank’s actions to stem the financial crisis in 2008 and 2009, Stephen D. Williamson, vice president of the St. Louis Fed, finds fault with three key policy tenets.
Specifically, he believes the zero interest rates in place since 2008 that were designed to spark good inflation actually have resulted in just the opposite. And he believes the “forward guidance” the Fed has used to communicate its intentions has instead been a muddle of broken vows that has served only to confuse investors. Finally, he asserts that quantitative easing, or the monthly debt purchases that swelled the central bank’s balance sheet past the $4.5 trillion mark, have at best a tenuous link to actual economic improvements.
[…]
“There is no work, to my knowledge, that establishes a link from QE to the ultimate goals of the Fed—inflation and real economic activity. Indeed, casual evidence suggests that QE has been ineffective in increasing inflation,” Williamson wrote.

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Wall Street set to sell off as oil holds near lows

http://www.cnbc.com/2015/08/20/wall-street-set-to-selloff-as-oil-approaches-40.html



U.S. stock index futures indicated a sharply lower open on Thursday, with Dow futures down as much as 160 points, as oil prices extended losses and investors digested Wednesday's Fed minutes and more volatility in Chinese markets.

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Tom McClellan says that we are heading for an “ugly decline” and that there will be “nothing good for bulls for the rest of the year”…
Tom McClellan loves doing what financial advisers tell you not to do. He tries to time the financial markets — to the exact day, if his charts align just right.
At the moment, they are telling him to be bullish on the stock market for all of his trading time frames, including those that trade every few days, weeks and months. But bulls should be ready to flee, as soon as this week.
That’s because McClellan said his timing models suggest “THE” top in stocks will be hit some time between Aug. 20 and Aug. 26. He expects “nothing good for the bulls for the rest of the year,” he said in a phone interview with MarketWatch.
McClellan doesn’t have a strong view on how far stocks could fall, just that it will probably be an “ugly decline” lasting into early 2016.

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Larry Edelson insists that he is “100% confident” that a global financial crisis will be triggered “within the next few months”…

“On October 7, 2015, the first economic supercycle since 1929 will trigger a global financial crisis of epic proportions. It will bring Europe, Japan and the United States to their knees, sending nearly one billion human beings on a roller-coaster ride through hell for the next five years. A ride like no generation has ever seen. I am 100% confident it will hit within the next few months.”


Jeff Berwick, the editor of the Dollar Vigilante, says that there is “enough going on in September to have me incredibly curious and concerned about what’s going to happen“.


Egon von Greyerz recently explained that he fears “that this coming September – October all hell will break loose in the world economy and markets“.


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The following comes from a recent piece by Brandon Smith…

The BIS warns that the world is currently defenseless against the next market crisis. I would point out that the BIS has a record of predicting economic crashes, including back in 2007 just before the derivatives and credit crisis began. This ability to foresee fiscal disasters is far more likely due to the fact that the BIS is the dominant force in global central banking and is the cause of crisis, rather than merely a predictor of crisis. That is to say, it is easy to predict disasters you yourself are about to initiate.
It is no mistake that the warnings from the BIS and the IMF tend to come too little too late, or that they are beginning to compose cautionary press releases today that sound much like what alternative analysts were saying a few years ago. The goal of these globalist organizations is not to help people prepare, only to set themselves up as Johnny-come-lately prognosticators so that after a collapse they can claim they warned us all, which can then be used as a rationalization for why they are the best people to administrate the economies of the planet as a whole.
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So why are Strategic Materials just so important?


1/ Safe Haven Status:

Can act as a form of Currency like Gold; even more precious then Gold...

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2/ GRAPHENE: Technology ....

"Graphene is the future. Plain and simple.

It's 200 times stronger than steel, thinner than a sheet of paper, and more conductive than copper.

And that's not all...

Researchers the world over are using it for critical advances in a variety of industries. Graphene makes:

Solar 50x-100x more efficient
Semiconductors 50x-100x faster
Aircraft 70% lighter

We're talking batteries that charge 10x faster and store 10x more power...

Phones and computer displays that bend and fold...

And even the potential to make people and things completely invisible.

Indeed, the Huffington Post notes graphene will change the world.

It's so vital to our future that it's been named a "supply critical mineral" and a "strategic mineral" by the United States and the European Union.

Yet only a few companies around the world have access to mineral resource that is required to make graphene. And 70% of supply is controlled by China.

So the setup is perfect for any non-Chinese supply to become an extremely lucrative investment, just like rare earths a few years ago." - Outsider Club, February 26th, 2014

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http://investorintel.com/graphite-g...pe-rechargeable-battery/#sthash.tv9NZyNK.dpuf

1/ Nuclear Power
2/ Water Filtration
3/ Communication
4/ Nanotechnology
5/ Desalinization Plants
6/ Batteries
7/ Paint
8/ Military
9/ Satellites
10/ Space
11/ Sealants
12/ Computers/Robots

The Investors’ Guide to Graphene
“Disruptive Technology that is Opening the Door to a New Age in Industry"

http://www.talgaresources.com/IRM/C...86/AnInvestorsGuidetoGraphenebyFarEastCapital

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Graphene on the Road to Stardom

http://www.theaustralian.com.au/bus...-road-to-stardom/story-fnciihm9-1227358206445

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Graphene to disrupt commodity demand

http://www.ferret.com.au/articles/news/graphene-to-disrupt-commodity-demand-n2522584


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Analysts warn that we have barely begun the graphene journey

http://investorintel.com/technology...ialisation-process-will-be-a-challenging-one/


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Veteran stock-picker Warwick Grigor bets big on graphene

http://www.theaustralian.com.au/bus...213910068?nk=fab764ae406031ea0bbce0251fad8d60


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Escaping the Malaise of the Bulks

http://www.miningaustralia.com.au/features/escaping-the-malaise-of-the-bulks


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3/ Strategic Materials have Unique Properties: SL VEIN GRAPHITE

End users are very important when considering the differences between Flakers and Veiners...

Vein can be used by Lithium Batteries/Graphene Chips and so on demanding a premium price.

Vein has not had its great strike yet by most estimates using modern methodology.

Vein separates itself because of costs and expenses.

In this age of bubbles and inefficiencies. In my opinion the balance sheet must be taken on a case by case basis as much as possible. Structure is vital at this stage of the game as well as managements ability to use best practices day to day...

1/ Vein is Cheaper and Faster to Market.
2/ Vein End-users can take it as it is without processing.
3/ Vein competes with China.
4/ Vein is involved with the matters of future global dominance of space, military, information technology, energy and transport.
5/ Vein is a niche market.
6/ Sri Lanka's Risk to Leverage ratio is in the positive.
7/ Leverage and risk minimizing aspects driving ever greater investment capital.

It is helpful to compare the Flake versus Vein Market place to gain the proper understanding of the Value and Price.

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China Devalues: Currency Wars Explode!








I predict increasing capital flows into SL and into SL Vein.

It is already starting to accelerate (S-Curve - It just takes time...) because many Macro Forces are swirling.


Why Strategic Materials?


This question is at the root of many truly large Capital Movements. Strategic Materials are better then Currency in what is happening in my opinion.

Researching Strategic Materials is fun

Strategic materials Meaning




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(KISS Principle)

SOURCE: https://en.wikipedia.org/wiki/Strategic_material

Strategic material is any sort of raw material that is important to an individual or organizations strategic plan and to supply chain management. Lack of supply of strategic materials may leave an organization or government vulnerable to disruption of the manufacturing of products which require those materials.[1] It can also refer to a group or department that manages these materials.

In the US Armed Services

The US Defense Logistic Agency manages strategic materials for the US military.[2][3]

In Business

Strategic materials encompass a subset of raw materials required to make a product. The strategic materials may be limited in number or subject to shortages. In this case, the strategic plan would call for an alternative supply chain or alternative materials in the event of a breakdown in the current supply chain.

References

• United States, Office of Technology Assessment, Congress. Strategic materials : technologies to reduce U.S. import vulnerability. DIANE Publishing. p. 5. ISBN 9781428923515.
• "Defense Logistics Agency - Home Page". strategicmaterials.dla.mil. Retrieved 14 January 2014.
• "Strategic and Critical Materials 2013 Report on Stockpile Requirements" (PDF). U.S. Department of Defense. Retrieved 14 January 2014.

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My Mind-Maps go back years and years on Strategic Materials and I am even more of the belief in their relevance...

Especially as the Currency World War heats up in my opinion...

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The Driving Forces Behind China’s Patent Boom

http://blog.thomsonreuters.com/index.php/the-driving-forces-behind-chinas-patent-boom/



The 12th Five-Year Plan for National Economic and Social Development was released earlier this year. In this plan, the Chinese government lays out its strategic vision and direction for the development of China over the next five years up to 2016. A key strategic priority in the plan is for China to transition from “Made in China” to “Designed in China.” This is part of a long term strategy to transform China from a manufacturing to an innovation economy.

To support this goal, there are plans to further develop China’s intellectual property rights system and for heavy investment in science and technology education and R&D through development in seven “Strategic Emerging Industries” (SEIs). These are:

• New Energy – Nuclear, hydro, wind and solar power
• Energy conservation and environmental protection – Energy reduction targets
• Biotechnology – Drugs and medical devices
• New materials – Rare earths and high end semiconductors
• Next-generation IT – Broad band networks, internet security infrastructure, network convergence, “Internet of things”
• High–end equipment manufacturing – Aerospace and telecomm equipment
• Clean energy vehicles – battery cell technology; target to produce 1 million electric vehicles per annum by 2015

There are plans to spend more than RMB 4 trillion on these industries during the next five years, with a view to increasing the SEI’s share of GDP from around 5 percent today to 8 percent by 2015. The drive for domestic innovation continues with the implementation this year of the 12th National Five-Year Plan on Science & Technology Development which also lays out a number of ambitious goals for the further development of China as a technologically advanced nation:

• Increase in R&D expenditure as a proportion of GDP from 1.75% in 2010 to 2.2% in 2015;
• Improvement in ranking of citations in international science papers from 8th to 5th;
• Increase in invention patent ownership per 10,000 head of population from 1.7 to 3.3

Measures to support this growth in indigenous innovation include:

• Research & Development investment in science and technology aimed at achieving key breakthroughs in targeted technology subsectors, such as core electronic devices, integrated circuits, life sciences, space, marine, earth sciences and nanotechnology.
• Intellectual Property improvements through efforts to strengthen creation, use, protection and management of IP rights.
• Incentives through fiscal and financial policies that support high-tech industry, including updating management of research funding and systems for venture capital investment.

Read the full report: Chinese Patenting: Report on the Current State of Innovation in China

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http://www.dla.mil/Pages/default.aspx

"DLA Strategic Materials is the leading U.S. agency for the analysis, planning, procurement and management of materials critical to national security. We serve our clients through a unique combination of technical expertise, global/geopolitical material supply analysis, and management & tracking of a broad range of existing & future critical materials."

SOURCE: http://www.strategicmaterials.dla.mil/Pages/default.aspx

SOURCE: http://www.strategicmaterials.dla.mil/Materials/Details/Pages/default.aspx?MatID=121

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Talga Resources' on breaking the cost barrier for producing graphene




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So where is it going ....

Increased Military Spending

A basket of Currencies

Bitcoin

Devaluation

Next Trillion Dollar Industry (SPACE)

End of EU

Rise of Asia (Maritime Silk Road)

Rise of BRIC's

Commodities Disrupted by Graphene

Rise of Gold and Silver

Graphite Boom

Strategic Material Boom

Graphene Boom

Rise of BRIC BANK

Collapse of Germany and France

England leaves the EU

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Europe in crisis: everyone from Putin to ordinary savers is stockpiling gold

Turmoil across Europe triggers wave of gold buying, as Russia's central bank continues to stockpile precious metal, according to the World Gold Council


copyright link/finance/personalfinance/investing/gold/11799264/Europe-in-crisis-everyone-from-Putin-to-ordinary-savers-are-stockpiling-gold.html


(This is a symptom Of the Global Currency War in my opinion - Clearly in my opinion Strategic Materials are going to move multiple times this and the companies will hyper-inflate/bubble)

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This Is Not A Drill: India, Russia And Thailand Prepare For Currency War

http://www.zerohedge.com/news/2015-08-11/not-drill-india-russia-and-thailand-prepare-currency-war


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What does it mean when China's Bubble dropped over 35% ?

What does it mean China buying up empty real estate?

What does it mean when china moved millions of poor farmer into cities?


Why is oil going to go as low as 20 or 30 dollars in my opinion?


Bubbles are collapsing world wide because of debts and corruption in my opinion... Dare I say Fraking!


1/ Demographic Decline

2/ Endless Money Printing

3/ QE unlimited !

4/ Higher Highs in Every Bubble and LOWER LOWS every Collapse down to 5,500 - 6000 in the next few years...

5/ Can you wait for it to be over or should we get out before the first down turn? Every first down turn is the worst.

6/ I think it's a dead cat bounce and then oil will crash and shares with it... The junk bond will tumble; the Frakers never build new bonds. Frakers are a Trillion dollar industry about to pop in my opinion.

7/ Gov drop interest rates artificially low and then mass print money and then keep creating bubbles and China keeps exploding just like in their port !!

8/ Controlled economies fail. Major crashes usually hit September/October the worst historically.

9/ Elites are pulling money out and dropping them into emerging nations and Strategic Materials.

10/ 100 Trillion Assets disappear once this gets going. Money is being printed in desperation. Deflation happens every time their is rapid printing every time in history. Credit Bubbles causes Assets Bubbles and when those debt bubbles deleverage the money disappears with those assets !!! Money just vanishes and when there is less money there is Deflation. Lower home costs and a massive reset BUTTON.

11/ Financial institutions are not lending to people they are speculating with it !!!

12/ Free money drives up financial assets and then they buy their own assets and the credit Bubble pops every time. QE is just another way of saying lets throw paper fiat money onto the bonfire of Debt. It suppresses nothing in my opinion.

13/ Demographics are essential and most economists are just ignorant of Demographics. Real estate is not ever going to be the same in my opinion. Real Estate is not the place to make big gains in my opinion. Emerging countries are the future of real growth in my opinion. I think Real Estate here in Australia is on the Raggedy Edge. Just look at our Government trying to brake investing by raising rates on Real Estate investors trying to help Aussies buy their first home. This is crazy voodoo controlled economy thinking in my opinion. My friend at the commonwealth bank told me last night it is a disaster!

14/ It is bullish long-term but not now in my opinion; it is bearish in my opinion so that they let all their debt go. A big purging.

15/ Those who are liquid and those who own real assets will be fine as the false bubbles burst. I predict the richest who own all these leveraged up assets will be crushed by this.

16/ In the last crisis what happened in the USD? It went up! Being the best house in Detroit is not a great place to be! As this accelerates the USD could spike like a fever and threaten to kill the infected. Treasury bonds will go done and junk could even rise! Higher risk; greater default... In the Depression we see the same things happening now in my opinion.

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I think commodities of Strategic Materials will go up and up in a sustained way. Gold goes up at the beginning but then goes up!

The Indians and Chinese love gold and Emerging Nations explode with Capital...

All the Gold in the world cannot back the world info economy - we are not farmers and serfs!

Gold will not be the standard in my opinion. Though I think it will join qa whole new basket of Commodities and Currencies...

We need a new Brenton Woods...

I think the USD is safe for a few years but these floating exchange rates have to go - Speculators need to go the way of the DODO in my opinion.

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I think the Investing in Strategic Materials by Institutions; Banks; Nations and Investors is inevitable.

Like I said I will break down my thoughts on your post and would like to say that I think Veiners like MRL Corporation are in alignment with these many interests and that it is very fun and interesting to see what happens next





Kind Regards

DYOR !!!!

Easy to be 100% Wrong !!!