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Thursday, May 4, 2006
Vol. 8 No. 89
In Today's Letter:
Comment: The U.S. Empire May Fall - But Who Cares?
Offshore: Sorry - No Anonymous Bank Accounts Here
Wealth: IPO Market Makes a Comeback
Privacy & Rights: Critics Rebuke Bush's Pushes for Power
Who Cares?

Dear A-Letter Reader:

Does anybody in America care that freedom, liberty and privacy are being diluted, diminished and destroyed? Or that government is running up some of the biggest deficits in annual spending, foreign trade and national debt ever recorded? Or that America has become a de facto world empire that already is in decline?

Kevin Phillips' new book, American Theocracy: The Peril and Politics of Radical Religion, Oil, and Borrowed Money in the 21st Century, puts together an amazing array of historical, religious, economic and political data to argue that the U.S. is about to join its imperial predecessors on the downhill slide - Rome, Spain, the Netherlands and Britain.

Phillips says the alarming signs are everywhere from the desperate attempt to retain oil sources by invading Iraq; to the "theocrats" seizing the Republican Party; to the evolution of the U.S. economy in which the production of valuable, manufactured goods has been replaced by a massive funny-money system of finance and, most ominously, government and private debt.

The scope of this book is massive and his analysis reads like a warning. Phillips sketches a future bankrupted nation by a web of religious, energy and debt that leaves America, the world's remaining superpower, all but helpless before emerging powers such as China, well before 2050.

An examination of empires in world history (Rome, Spain, Holland, and the United Kingdom), shows an identifiable progression from expansion, to dominance, to maturity and to what seems like inevitable decline. In that latter stage, governments and most people rarely see what's coming. Those who do can profit from their foresight.

Phillips, a friend of my long ago youth, traces the imperial journeys of each of these empire nations. He goes back centuries and compares those historic events to the current situation in the United States, the present world imperial power.

Phillips examines many aspects of each nation's imperial progress, politics, economics, religion, industry, finance and war. As he says: "The United States is hardly the first [empire] and we can profit from the examples of what went wrong before." There's a lot of arresting facts and figures in this book, although I don't agree with all of the author's conclusions. But you will come away fascinated with these disturbing past parallels -- and what they may portend for America's future.

It's an eye opener -- and it's not a pretty picture for Uncle Sam and Americans.

Phillips notes that two economic predictors of imperial end times are: 1) marked declines in a nation's manufacturing and industrial capacity and; 2) an increase in what he calls "financialization" as all sorts of intangible financial services replace tangible production.

In 1950, 30% of U.S. GDP came from industry and only 10.9 from financial services. In a reversal, 2003 U.S. industrial production amounted to only 12.7% of GDP and financial services had grown to 20.4%. Even more telling, in 2005, 45% of all corporate profits came from financial services and only 7% from manufacturing. And as Phillips shows, a lot of these modern "financial services" consist of little more then creating new forms of debt, then pushing all those debt papers around while collecting fees for doing nothing really productive.

In the declining years of the Spanish, Dutch and British empires, virtually the same patterns developed as we now see in the United States. Similarities with the current dilemma of the U.S. include a huge national debt, major and continued deficit spending, worrisome huge trade imbalances and a decline in the value of the imperial nation's currency.

Sounds familiar, doesn't it? And yet another reason to consider offshore as the place for your financial haven.

That's the way that it looks from here.
BOB BAUMAN, Editor

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Offshore

Swiss Bank Accounts = Privacy, Asset Protection, Not Anonymity

At an international investment conference in Muscat, former Swiss Secretary Franz Blankart told the audience "numbered accounts no longer exist in Switzerland."  Mr. Blankart is absolutely right.  As we've reported in this space many times before, Switzerland has strong privacy and confidentiality laws.  These laws can help keep your assets out of sight from parasites and can even deny lawyers access to information about your account should an adversary find it. This is asset protection, but not complete anonymity.  All asset havens - including Switzerland, our top-rated haven (actually tied for # 1 with Panama) - have "Know Your Customer" laws that have long since eliminated anonymous bank accounts.  There's nothing wrong with having your name on your account. It won't affect the security or high level of privacy and asset protection you'll receive through a Swiss bank account. 
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Wealth/Investments

China Will Reopen IPO Market

Since 2003, Shanghai and Shenzhen have been the worst-performing bourses in the emerging markets universe - until now. Just the news that China's markets will reopen the IPO (initial public offerings) stream again sent Shanghai shares to an 18-month high in late April. China's domestic market began to rally last December after plunging since 2003. China made several structural reforms aimed at removing the overhang of non-tradable shares. And now they are posting profits. The Chinese government has also passed a host of bullish investor-friendly laws since April 2005 to encourage foreign investors to buy Mainland shares. These new laws include scrapping taxes on dividends, allowing Chinese insurance companies to own domestic stocks and raising the bar on foreign institutional ownership of locally-traded "A" shares. China's domestic stock markets remain well below their all-time highs compared to the majority of emerging markets. In 2006, the Shanghai Composite Index has gained 16% and has rallied over 30% since last fall. 

ERIC ROSEMAN, Investment Director
on behalf of The Sovereign Society  

Privacy&Rights

A Growing Chorus of Critics Say Bush "Pushes for Power"

Yesterday, Bob Bauman discussed how the President has begun to mimic King Louis XIV who once said "L'État c'est Moi!" or "I am the State." At the end of Bob's article, we also provided you with a link to a recent report by the Cato Institute documenting President Bush's growing appetite for unlimited power.  Cato and The Sovereign Society aren't the only ones to object to Bush's rising power. A growing chorus of critics - including legal scholars, former Congressmen, libertarians and senators-are questioning the President's "astonishingly broad view of presidential powers," according to The Financial Times .  They accuse the President of walking all over Congress, disrupting political free speech by harassing war protestors, promoting illegal wiretapping and disregarding the constitution to allow torture of POWs.  Fortunately, you still have your 1st Amendment rights to speak out against the President's unconstitutional actions.  At The Sovereign Society, we intend to continue to do just that. LINK: Please click here for more information.

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