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Strategies & Market Trends : The Residential Real Estate Crash Index
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To: Wyätt Gwyön who wrote (15888)1/12/2004 12:13:18 PM
From: GraceZRead Replies (1) of 306849
 
No need to take my attempt at levity as patronizing.

Hard to see capex up to any great degree while this is still in freefall:

economagic.com

Unless they are using the capital markets or contribution capital for capex instead of banks to fuel spending. Companies are learning to do more with less. In business we call this good news and bad news. In one respect I find it refreshing to see the excesses of the false boom in the 90s being squeezed out, the bad news is if you are running a company that still can't compete in a more competitive pricing environment.

a lot of the bearish stance against USD was based on the idea of Greenspan inflating the money supply till kingdom come.

The majority of the permanent infusions were two years ago. The Fed hasn't been growing the money supply, people did by expressing a preference for US cash. Now they are expressing a dislike for US cash. I have a feeling that there is a lot of US cash going into attractive direct investments abroad. Some of our biggest companies were sitting on huge piles of cash and were too negative on their own prospects to put it to work. At some point these guys had to come out from under the desk. Problem is all their experience is from an era where even a total idiot could make money.
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