Hasta que lo dicen los mismo gringos

THE NEW GLOBAL ECONOMIC REALITY
Les transcribo el artículo que leí sobre la "Nueva Realidad Económica"

Real estate opportunities in Mexico! How to prosper & avoid the coming storm
and prolonged economic stagnation in the USA

First: A reality check on Mexico

Mexico is in a unique position to reap many of the benefits of the decline of the US economy. In order to not violate NAFTA and other agreements the U.S.A. cannot use direct protectionism, so it is content to allow the media to play this protectionist role. The U.S. media ˆover the last yearˆ has portrayed Mexico as being on the brink of economic collapse and civil war. The Mexican people are either beheaded, kidnapped, poor, corrupt, or narco-traffickers. The American news media was particularly aggressive in the weeks leading up to spring break. The main reason for this is money. During that two-week period, over 120,000 young American citizens poured into Mexico and left behind hundreds of millions of dollars.

Let's look at the reality of the massive drug and corruption problem, kidnappings, murders and money. The U.S. Secretary of State Clinton was clear in her honest assessment of the problem. "Our insatiable demand for illegal drugs fuels the drug trade. Our inability to prevent the weapons from being illegally smuggled across the border to arm these criminals causes the deaths of police officers, soldiers and civilians," Clinton said. The other large illegal business that is smuggled into the U.S.A. that no one likes to talk about is Human Traffic for prostitution. This "business" is globally now competing with drugs in terms of profits.

It is critical to understand, however that the horrific violence in Mexico is over 95% confined to the three transshipping cities for these two businesses, Tijuana, Nogales, and Juarez. The Mexican government is so serious about fighting this, that they have committed over 30,000 soldiers to these borders towns. There was a thoughtful article written by a professor at the University of Juarez. He was reminded of the Prohibition years in the U.S.A. and compared Juarez to Chicago when Al Capone was conducting his reign of terror capped off with The Saint Valentine's Day Massacre. During these years, just like Juarez today, 99% of the citizens went about their daily lives and attended classes, went to the movies, restaurants, and parks.

Is there corruption in Mexico? YES!!! Is there an equal amount of corruption related to this business in the U.S.A.? YES!!!. When you have a pair of illegal businesses that generate over $300,000,000,000 in sales you will find massive corruption. Make no mistake about the Mexican Drug Cartel; these "businessmen" are 100 times more sophisticated than the bumbling bootleggers during Prohibition. They form profitable alliances all over the U.S.A. They do cost benefit analysis of their business much better than the US automobile industry. They have found over the years that the cost of bribing U.S. and Mexican Border Guards and the transportation costs of moving marijuana from Sinaloa to California have cut significantly into profits. That is why over the past 5-7 years they have been growing marijuana in State and Federal Parks and BLM land all across America. From a business standpoint, this is a tremendous cost savings on several levels. Let's look at California as an example as one of the
largest consumers. When you have $14.2 billion of Marijuana grown and consumed in one state, there is savings on transportation, less loss of product due to confiscation and an overall reduction cost of bribery with law enforcement and parks service people. Another great savings is the benefit to their employees. The penalties in Mexico for growing range from 5-15 years. The penalties in California, on average are 18 months, and out in 8 months. The same economic principles are now being applied to the methamphetamine factories.

FOX News continues to scare people with its focus on kidnapping. There are kidnappings in Mexico. The concentration of kidnappings has been in Mexico City, among the very rich and the three aforementioned border Cities. With the exception of Mexico City, the number one city for kidnappings among NAFTA countries is Phoenix, Arizona with over 359 in 2008. The Phoenix Police estimate that twice that number of kidnappings goes unreported, because like Mexico 99% of these crimes were directly related to drug and human traffic. Phoenix, unfortunately, is geographically profitable transshipping location. Mexicans, just like 99% of U.S. Citizens during prohibition, go about their daily lives all over the country. They get up, go to school or work and live their lives untouched by the border town violence.

These same protectionist news sources have misled the public as to the real danger from the swine flu in Mexico and temporary devastated the tourism business. As of May 27 2009 there have been 87 deaths in Mexico from the swine flu. During those same five months there have been 36 murdered school children in Chicago. The "news sources" in the USA have a lack of integrity. By their logic, if 27 deaths from the swine flu in Mexico warrants canceling flights and cruise ships to Mexico, then close all roads and highways in the USA because of record 43,359 automobile related deaths in the USA in 2008.

What is just getting underway is what many are calling the "Largest southern migration to Mexico of people and real estate assets since the Civil War" A significant percentage of the Baby Boomers have been doing the research and are making the life changing decision to move out of the U.S.A. The number one retirement destination in the world is Mexico. There are already over 2,000,000 US and Canadian property owners in Mexico. The most conservative number of American and Canadian Baby Boomers who are on their way to owning property in Mexico for full or part time living in the next 15 years is over 6,000,000. Do the math on 6,000,000 people buying a $300,000 house or condo and you will understand why the U.S. Government is trying to tax this massive shift of money to Mexico through H.R. 3056. The U.S. government calls this "The Tax Collection Responsibility Act of 2007". Those who will have to pay it are calling this the EXIT TAX.

Mexico: A better economic choice than China

Another large exodus from the U.S.A is high paying skilled jobs. The job shift in automobile sector, both car and parts manufacturing, is already known by most investors. In the last few months as John Deere and Caterpillar have been laying off thousands of workers in the U.S.A., and hiring equal numbers in Mexico. The most recent industry that is making the shift is the aerospace manufacturers. In the city of Zacatecas there is currently a $210 million aerospace facility being built. With the 11 U.S. companies moving there, it is estimated to provide over 200,000 new high paying jobs in the coming years. One of the main factors for the shift in job south to Mexico instead of China is realistic analysis of total production, labor and delivery costs. While the labor costs in China are 40% less on average, the overall transportation costs and inherent risks of a long distance supply chain, and quality control issues, gives Mexico a distinct financial advantage.

Mexico's real economic future: Mexico has avoided completely the subprime problem that has devastated the U.S. banking industry. The Mexican banks are healthy and profitable. Mexico has a growing and very healthy middle and upper middle class. The very recent introduction of residential financing has Mexico in a unique position of having over 90% of current homeowners owning their house outright. U.S. banks are competing for the Mexican, Canadian and American cross border loan business. It is and will continue to be a very safe and very profitable business. These same banks that were loaning in a reckless manner have learned their lesson and are loaning here the old fashioned way. They require a minimum of a 680 credit score, 30% down payment, and verifiable income that can support the loan. In most areas of Mexico where Baby Boomers are moving to, with the exception of Puerto Penasco (which did not have a national and international base of buyers), there is no real estate bubble. The higher end markets ($2-20 million) in many of these destinations are going through a modest correction. The Baby Boomers market here is between $200,000 and $600,000. With the continuing demand inside the Bay of Banderas, that price point, in the coming years, will disappear. This is the reason the Mexican government is spending billions of dollars on more infrastructure north along the coast all the way up to Mazatlan.

The other major area where America has become overpriced is in the field of health care. This massive shift of revenues is estimated to add 5-7% to Mexico's GDP. The name for this "business" is Medical Tourism. The two biggest competitors for Mexico were Thailand and India. Thailand and India's biggest drawback is geography. Also recent events, Thailand's inability to keep a government in place and the recent terrorist attack in Mumbai, have helped Mexico capture close to half of this growth industry. In Mexico today there are over 56 world class hospitals being built to keep up with this business.

Mexico is currently sitting on a cash surplus and an almost balanced budget. Most Americans have never heard of Carlos Slim until he loaned the New York Times $250 million. After that it became clear to many investors around the world what Mexicans already knew: that Mexico had been able to avoid the worst of the U.S. economic devastation. Mexico's resilience is to be admired. When the U.S. Federal Reserve granted a $30 billion loan to each of the following countries Mexico, Singapore, South Korea, and Brazil, Mexico reinvested the money in Treasury bonds in an account in New York City.

According to oil traders, Mexico's Pemex wisely as the price of oil shot to $147 a barrel put in place an investment strategy that hinged on oil trading in the range of $38-$60 a barrel. Since the beginning of 2009 Mexico has been collecting revenues on hedged positions that give them $90-$110 per barrel today. Mexico's recent and under reported oil discovery in the Palaeo Channels of Chicontepec has placed it third in the world for oil reserves, right behind Canada and Saudi Arabia.

The following is a quote from Rosalind Wilson, President of the Canadian Chamber of Commerce on March 19, 2009. "The strength of the Mexican economic system makes the country a favorite destination for Canadian investment".

Opportunities: Why Puerto Vallarta & The Riviera Nayarit?

The answer is simple and old fashioned: SUPPLY AND DEMAND. The area of Puerto Vallarta / Riviera Nayarit inside the Bay of Banderas is an investor's dream. This area has the comprehensive infrastructure in place, world class hospitals and dental care, natural investment protection from the Sierra Madre Mountains, endless future water supply, low to nonexistent crime, international airport, and limited supply inside the Bay, first class private bilingual schools and higher than average appreciation potential. Like many areas in Mexico there is large demand for full and part time retirement living and a lot of construction underway to meet this demand. Pre construction of course is where the best bargains are available.

I would offer a word of caution for investors in Mexico. Do not be seduced by the endless natural beauty that is everywhere, both inland in colonial towns and along thousands of miles of beach. Apply conservative medium and long term investment strategies without emotion. The demand for full and part time living by American and Canadian Baby Boomers is evident throughout the country. The top two choice locations are ocean front, and ocean view. The third overall choice, which is less expensive, is inland in one of the many beautiful colonial towns or small cities.

Mexico, with the world's 13th largest GDP, is no longer a "Third World Country", but rather a fast growing, economically secure state, as the most recent five-year history of its financial markets when compared to the U.S.A.'s financial markets suggests.

DOW JONES MAY 2004 10,200 MAY 2009 8,200 20% LOSS IN 5 YEARS
MEXICAN BOLSA MAY 2004 10,000 MAY 2009 23,000 130% GAIN IN 5 YEARS


Con eso me convenzo más de que la política de Calderón para enfrentar la crisis fue la correcta y sus acciones contra el narcotráfico también. Ojalá en política social fuera igual de efectivo, pero no. Ahí sí le falla bien gacho.

Nigger

Comentarios

Yo cuando hago algo así, tampoco soy muy dado a hacer la traducción, me imagino que todos los que por accidente paran en mi blog, pueden leerlo, pero a lo mejor en éste casi si valdría la pena que le hicieras la traducción para que alcanzara a más personas.

¿quien sabe? En una de esas te vuelven viral
Christian dijo…
Si, negro huevón, haz las cosas completas.
Estimado Mequetrefe y/o Pelmazo:

La magnanimidad (así como la ociosidad) de los Autores Pre-Crisis solamente puede ser comparada con la de un tornado en el mar, ya que los únicos en peligro son los tarugos que deciden probar su suerte...

Hoy aprendí dos cosas: Uno, la gente se sigue sintiendo importante porqué habla inglés (push the red button, perro) y B, sí el Partido Acción Nacional es un partido de izquierda disfrazado de conservador (por su pseudo-alineamiento religioso), los panistas de clóset son la voz del neofascismo.

La lectura a vuelo de pájaro del artículo me dio la impresión de ser otro editorial “Hate-America-First” (odie-a-América-primero) más del NY Times u otra publicación por el estilo, pero un par de puntos me pusieron alerta, dado que, aún para los gurús liberales, este artículo no es más que una colección cruda y poco sofisticada de reportes noticiosos, reseñas anecdóticas y mitos urbanos, sin referencia a fuente alguna para respaldar sus hechos y cifras duras; sí una golondrina no hace verano, adornar con citas de personajes menores y números sacados del periódico no hacen un editorial.

Por lo mismo, este Autor Pre-Crisis se tomó 5 minutos para investigar quién escribió esta pieza, llegando a http://jeffmusto.com/ en donde el artículo es atribuido a Adamarie King, escrito para Condé Nast Traveler Magazine (una revista de viajes) perteneciente al grupo editorial que publica Vogue, Teen Vogue, W, Glamour, Brides, Golf Digest, GQ, Gourmet, Vanity Fair y The New Yorker entre otros (http://www.condenast.com/). Difícilmente podemos decir que alguna de estas revistas es una autoridad en cuanto a política o economía.

Acto seguido, este mismo Autor Pre-Crisis pasó un par de minutos indagando sobre Adamarie King, citada en jeffmusto.com como Top Travel Specialist (Especialista de viajes), lo cual me llevó únicamente a su página, http://connoisseurstravel.com/, una agencia de viajes de la cual ella es codueña. Entonces, creo que podemos inferir que Adamarie King no es precisamente portavoz del departamento de estado, del tesoro u otra agencia gubernamental, civil o independiente de los USA.

Ahora, en ningún momento propongo que por su falta de credenciales Adamarie King no tenga derecho a una opinión, no por eso deja de ser una opinión, la cual, en este caso, busca vender tiempos compartidos en Puerto Vallarta o cruceros para Acapulco, lo cual no significa que “Hasta que lo dicen los mismo gringos”. Lo que es reprobable es querer que la realidad se ajuste a lo que una persona opina, convirtiendo a esta en un experto y con medias verdades o exageraciones, no importando lo bien o mal intencionadas que estas sean; eso se llama agenda... Bienvenido al periodismo del siglo XXI (repite una mentira las suficientes veces...).

Conclusión: la diferencia entre un “opinionologo con agenda” y una persona que hace su tarea para probar un punto es una: Validación de fuentes.

ATTE.

El Autor Pre-Crisis

PD. Dado que la vez pasada herí los sentimientos de Ud. al pedirle que no contestara, a partir de ahora le invito, no, le pido de la manera más vehemente que conteste, por favor... Make my day, Tarado (Haga mi día, Moron).

PD #2: Por cierto, oficialmente estamos en 3, mí estimado parásito de la cultura.
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