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Harald Malmgren
Economist, geopolitical and geosecurity strategist, rethinking global finance and the role of governance in our wellbeing, author and speaker
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Harald Malmgren 6h
Yes, in terms of global manufacturing production location decisions, China competitiveness has been in decline relative to other geographic sites for several years. Just now becoming more visible.
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Harald Malmgren 6h
Endless variations of leave or remain in UK politics seemingly w/o recognition EU itself at risk of weakening political cohesion this year&next. EU Parliament to look different, EU Commission to have fresh leadership, Merkel's dominance nearly over. Pendulum swing reverting?
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Harald Malmgren 6h
Yes, trade conflict challenges are speeding up the process of non-Chinese enterprises relocating production from China to alternative sources; in some cases, shortening supply chains&coming home. I anticipate world trade slowdown will continue,or even see further volume decline
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Harald Malmgren May 24
Kind of you to include me among personalities I consider to be innovative, original thinkers from whom I, too, find much to learn
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Harald Malmgren May 23
My need to amend my 22 May Tweet re WH comment "Trump&Xi to meet at June Summit". Trump just said he expects to meet Xi then, but am hearing rumblings from China that meeting then might be undesirable as it risks hardening of positions
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Harald Malmgren May 23
As we don't yet know one another, if just having a speculative thought I would say so; but if I say "I expect that"or "it is likely that"you may assume really hard source(s) at core of events in US or elsewhere in the world (on May in May,source briefly got wobbly).
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Harald Malmgren May 23
Common sense is uncommon
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Harald Malmgren May 23
For those who think big, an historic pendulum swing, as Itzhak Bentov woul say
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Harald Malmgren May 23
It is too early to declare we have entered a "cold war" but that recognition will come when some official will make a speech using those words
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Harald Malmgren May 23
US financial markets seem to me levitated by two expectations: that one way or another US-China turmoil will subside; & financial troubles in Europe&EMEs will be contained. I have now come to a conclusion that both are ill fated hopes
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Harald Malmgren May 23
Escapism as a way of life: social interaction in an alternative reality of social media&waves generated there
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Harald Malmgren May 22
Thanks, Great to find that my reflections are of some value in stimulating fresh, deeper thinking among others
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Harald Malmgren May 22
is one of the rare persons who has been both a major practioner in fin mkts who also writes about his perceptions about what is really happening and what it may mean for society
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Harald Malmgren May 22
In Asia first week of September. After that NYC/DC presently in flux. Scheduling, my Assistant can be reached at malmgrengroup@gmail.com
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Harald Malmgren May 22
Have not promoted personal appearances, but now more concerned about what I see as drift towards rocks&great waterfall, more willing to travel and talk about need to lift our eyes from where to put our feet next to consider coming challenges&where we are going
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Harald Malmgren May 22
Our society seems increasingly vulnerable to everyone talking, informed or not, hardly anyone listening. Even recognized experts tend to be uninterested in fresh thinking, so confident they are right&everyone else wrong. Social media reinforcing triumph of egos over substance?
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Harald Malmgren May 22
In London 2nd half of July
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Harald Malmgren May 22
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Harald Malmgren May 22
It may have been noticed that and I have interaction from time to time. We have many similar thoughts, but also different views of risks to society coming years. Bannon playing with forces of 4th Turning to bend them risks vulnerability to falling into totalianism
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Harald Malmgren May 22
You may also be right about how Trump has positioned himself with Fed, but if the economy were to tank next year voters would not care about who Trump blames. A deep downturn would hurt Trump and entire GOP in 2020, fair or not
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