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Reshore Manufacturing: US Engines Are Firing Up

July 1, 2011

Analysis of:Made (again) in the USA: The return of American manufacturing | finance.fortune.cnn.com

In an article published here on Sep 22 2008 I along with a very few others, predicted an inevitable return of manufacturing to North American soil.See: US Manufacturers Having Success Against ChinaIt appears that this forecast remains on the mark. 

Iranian Economy 2011 Will Remember Friends (And Foes)-Part-2

February 24, 2011

Analysis of:PetroVietnam Refutes Iran Investment Claim | www.rigzone.com

As far back as in 2009 few observers like myself predicted a major shift in the politics of the  Middle East starting in 2011.Given the recent events of the past few weeks in the Middle East, we seem to have been on the mark with that forecast .

Frankenstein Nuclear Plant, Under Attack By Stuxnet Virus

September 24, 2010

Analysis of:Computer Virus May Target Iran Nuclear Plant | www.cnbc.com

A 38 year old nuclear power plant which started off with western technology and ended up being fired up with ramshackle Russian technology a few decades later, has now been infected with [Israeli?] super bug computer virus.

Stimulus Funds Should Stimulate Domestic Manufacturing, Not Overseas

March 3, 2010

Analysis of:New Estimates Increase U.S. Wind Potential | www.nawindpower.com

The NREL and AWS Truewind study, has a potential upstream procurement of Wind Turbines fro overseas,

Elevated Sanctions Against Iran Require EU Comprehension

February 11, 2010

Analysis of:Italy, U.S. urge tougher international stance on Iran | balita.ph

The EU has been a major source of circumventing the current 3 UNSC sanctions against Iran.For an elevated round of sanctions to work, EU countries must come on board.

More Companies Expected To Pull Out of Iran This Year

February 10, 2010

Analysis of:Italian oil firm to withdraw from Iran | www.menafn.com

Eni SpA announcement is a natural response to BiIl HR-2194 Iran Refined Petroleum Sanctions Act.

$465M "California Dreamin..." Golf Cart Project

January 26, 2010

Analysis of:[USA] Telsa Secures $465M DOE Loan To Build $50,000 Electyric Cars In California | www.detnews.com

Propelling a vehicle by utilizing on board stored electrical energy ( specially in a state with complex environmental regulations, like California) has enough political potential to absorb and a propensity to attract even more than just $465M in public funding.Simple Engineering and the laws of physics however dictate that apart from creating temporary jobs, there is more hype than substance to this project.

Magna Opel Deal Failed But Why Not Saab or Volvo?

December 30, 2009

Analysis of:GM gives Saab a last-minute reprieve | www.guardian.co.uk

Given Magna's propensity to look for deals that may alter this corporations identity from an Auto parts supplier to Auto Maker, Magna may want to evaluate purchasing of GM's Saab or Ford's Volvo divisions.How likely will it be that the government of Sweden will be providing loan guarantees for a Magna take over?

Magna International Inc. Ongoing Identity Crisis (Edited)

December 30, 2009

Analysis of:Magna, Canada team up on auto research center | ca.reuters.com

Magna International Inc and the government of Canada's announcement to have partnered to build a research center aimed at developing parts for next-generation environmentally friendly vehicles has predictably not created an investment sensation.What are the drivers behind this investment? Why is the government of Canada getting involved in this investment drive?

Magna International Inc. Ongoing Identity Crisis

December 25, 2009

Analysis of:Magna, Canada team up on auto research center | www.reuters.com

Magna International Inc and the government of Canada's announcement to have partnered to build a research center aimed at developing parts for next-generation environmentally friendly vehicles has predictably not created an investment sensation.What are the drivers behind this investment? Why is the government of Canada getting involved in this investment drive?

Ericsson Turn To Satisfy The Canadian Public-Century Of Connections-Part-4

August 14, 2009

Analysis of:Politicians query Nortel, Ericsson | www.itworldcanada.com

The [Canadian] House of Commons Standing Committee on Industry, Science and Technology is holding hearings Friday morning on Ericsson’s $1.1 [$1.13] billion agreement to acquire Nortel’s CDMA and LTE units. How will Ericsson satisfy key requirements, put forth by this parliamentary committee?

RIM Gets The Paliament's Ears Over Nortel-Century Of Connections-Part-3

August 8, 2009

Analysis of:RIM was on verge of buying Nortel assets, MPs told | www.theglobeandmail.com

Without an evident sign of giving up, RIM takes its grievance over Nortel Long Term Evolution (LTE) portion of technology to Ericsson, to the Canadian Parliament. What are the odds that the 2009 Canadian government of PM S. Harper will make the same judgement as another Progressive Conservative PM, J. Diefenbaker did, back in 1958?

Nokia Siemens Out, Research In Motion In-Century of Connections-Part-2

July 27, 2009

Analysis of:Canada Govt Intervention On Nortel/Ericsson Pact Undecided | online.wsj.com

Research In Motion LTD-(RIMM), the canadian based makers of Blackberry have not given up the fight for a chance to force the Government of Canada to reopen the auction held on Friday 7/25/09 in order to allow them entry to the bidding process for Nortel's CDMA slice of business, which has been in bankruptcy protection since earlier this year.Is RIMM likely to succeed in leading this segment of the market in Norh America, in case of a court decision reversal?

Nokia Siemens Reputation (of Late) May Have Cost Them Nortel

July 25, 2009

Analysis of:Ericsson Wins Nortel Auction | online.wsj.com

Nortel's CDMA slice of business is what would have strenghtened Nokia Siemens Networks foothold in the North American market, where they have been falling far behind the competition.How much of a political disaster would it have been for the Canadians to allow a Nokia Siemens Networks successful bid?

Iranian Economy 2011 Will Remember Friends (And Foes)-Century Of Connections Part-1

June 23, 2009

Analysis of:Report: Siemens, Nokia aided Iran’s Web censorship | republicbroadcasting.org

Unless you have been on a dream vacation on another planet for the past couple of weeks, you are most certainly fully aware of the fallout of Iranian Elections that started to fill the front pages of every media outlet since June 12th. this month. The people of Iran have in the past 2 weeks, clearly demonstrated their true sentiments towards their regime and evident by their unified actions an irrepressible process of "Change" has begun to shape a new Iran. With political change comes new economic realities in a new landscape of opportunities to do business in Iran. What will it mean for European and North American corporations willing and capable to tap into this emerging, (and extremely wealthy) market place.?

$15,000,000,000 Handout Goes to Senate For Approval

December 11, 2008

Analysis of:Each Player in Big Three Is Devising Its Own Plan | www.nytimes.com

Final step gets bailout closer to become a handout.

Beggars In Armani Suits Head For Washington

December 5, 2008

Analysis of:USA-Solar industry pleads for more federal help | www.bizjournals.com

In what seems to be a rapidly evolving chaos across the US industry, with the (pending) auto bailout setting precedence for more companies joining the generation of beggars in Armani suits, the solar energy industry seems to be joining the motley crew. Is this a healthy trend for America as the symbol of free market economy?

Plenty Of Canadian Auto Bailout Money Being Promised By Ontario

December 4, 2008

Analysis of:CANADA-Turn to Auto Sector Bailout, McGuinty (Ontario Prime Minister) Urges Ottawa | www.thestar.com

It appears that the reverse of what is happening in the US with regards to an Auto sector bailout is happening in Canada. Plenty of money is being promised to the Auto Sector in Canada, before a US bailout has even been approved. Strange? Absolutely.

Is Investment Is Too Quick To React To Terrorism In India

December 3, 2008

Analysis of:USA-Manufacturing Companies Reassess India Risks After Mumbai Attack | online.wsj.com

With sectarian hostilities between India and Pakistan, the Kashmir dispute and concentration of runaway extremism in Pakistan, Mumbai terrorist development as unfortunate as it has been should not have come as a surprise to overseas investment in this country. Is it too soon for investment to feel the jitters in India? Perhaps not given the current enormity of the threat posed by terrorism in the region.

Why Not To Reapeat The Same Failed (British) History

December 2, 2008

Analysis of:Each Player in Big Three Is Devising Its Own Plan | www.nytimes.com

To North American tax payers, the question should not be whether a bailout-handout to the auto industry will get them out of trouble since this exercise has already proven to be fatal error in Britain of 70s. The question should be why the auto industry is refusing to do the right thing by declaring bankruptcy.  

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