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 : Natural Resource Stocks

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: isopatch who wrote (1155)10/1/2003 1:15:42 AM
From: Jim Willie CB  Read Replies (3) of 108729
 
one common factor I see in economic forecasts is the absolute lacking of any anticipated changes or surprises

everything is expected to be ok

Hormatz thinks a rising yen is good to offset deflation
economists think rising interest rates will be a sign of strength
currency appreciation in Japan can be managed, no problem
the Fed will keep long-term rates capped via monetization
US exporters will make wonderful strides in selling to Asia
US multi-national firms will benefit from the yen rise

how shall I say?
all the above are wrong, except that multinatls which are more heavily tilted toward export will be helped

the damage from rising import costs, and reduced Asian appetite for USTBond recycle will be perhaps 20 times greater than any benefit
MAYBE 100 TIMES GREATER !!!


EXTREMELY SHALLOW SHIT, no other description fits
/ jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext