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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 670.92+0.1%Nov 7 4:00 PM EST

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To: Johnny Canuck who wrote (43351)5/28/2006 11:22:30 AM
From: Logain Ablar  Read Replies (2) of 67759
 
Harry:

My perspective is a weaker US $$ is a major plus for our manufacturers, which we need or they will keep moving offshore at a faster pace than is normal or healthy for the US economy.

As for consumer goods I have not started to see it yet in may goods were we are used to deflation (electronics type items) but I am seeing inflation in food and energy (electric and heat both up 70% in past two years, not just gas for cars. Rents for office space are plentiful and relatively inexpensive, I assume this is also starting for presonal with all the condo's on line needing the cash flow.

The flip side is I may be one of the exceptions as the only debt we have is mortgage (less than 20% of home value) and business (which is % of revenue on purchase of books of business and quite manageable, ie. if that revenue decreases so do the payments as they are tied to the revenue on the business acquired).

I do see plenty of people living in a sea of debt, I don't know how they are getting by.

There is still plenty of liquidity in US financial markets.

Tim
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