SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: t2 who wrote (50889)5/3/2002 9:51:20 AM
From: Jim Willie CB  Read Replies (2) of 65232
 
righton, NViz... simple oversupply dynamics hurt the US$

I believe the initial effect of declining USdollar will be very negative to stocks in particular
but later, and only later, the positive side enters the picture, as US exporting companies see the pricing disadvantage slowly removed

but first is the hotmoney issue!!!
and that money is moving out already
later, like 12-18 months from now, then positive effect
hotmoney will stay out as long as the downtrend continues

114 is a critical level for USD, agreed
several small economies base their entire banking system upon USTBond reserves
they will ALL be selling some bonds, hurting us
their economies will all enter recessions !!!!!!!!!!!!!
they have built their banking systems atop shifting sands

so the benefit of cheaper dollar is realized as foreign economies purchase more American exported items
not gonna happen right away
they will be too busy fending off a recession
/ jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News