Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: GraceZ who wrote (2232)	6/9/2003 2:48:39 PM
From: ild	Read Replies (1) \| Respond to of 4905

<<<Our trading partners still find that they want to invest their dollars back in US assets rather than invest in their own countries, therefore they haven't suffered from the falling dollar. >>> Please explain. If they got dollars they can only buy something in US with them. They are buying 10 year note with less than 3.5% coupon because they have too many USD. <<<Do you see the US moving towards less consumption or the rest of the world trying to catch up to us? If anything I think our trading partners will move to more consumption as their societies gain a higher standard of living. Even Japan looks to be recovering from its mental malaise (contrary to what everyone on this thread seems to think).>>> I see lower (wanted to say collapsing, but settled on lower) demand in US which is NOT going to be much offset by increased demand elsewhere. US has been over consuming (mostly due to easy financing and lack of financial discipline) so much that the rest of the world will not be able to compensate for that. Where did you see Japanese significantly increasing consumption?

To: GraceZ who wrote (2232)	6/9/2003 2:59:35 PM
From: LLCF	Read Replies (1) \| Respond to of 4905

<Contrary to what everyone thinks a falling dollar isn't making price inflation tick up here. Its a knee jerk reaction to think it will but the necessary psychology for rising wage demands just doesn't exist at this time.> There is more to inflation than rising wage demands no? <Do you see the US moving towards less consumption or the rest of the world trying to catch up to us? > Of course the rest of the world is trying to catch up, no? <I can't see the Euro zone as being the place to be invested right now....while a year ago it might have been the place to put some cash to work. > But to support the dollar it isn't that Euro needs to be attractive, it's that the US needs to remain much more attractive [to the tune of a Bill a day or some such thing] than anywhere else. I believe that the flow has already slowed [probably why the dollar has been down] no? <Our trading partners still find that they want to invest their dollars back in US assets rather than invest in their own countries, therefore they haven't suffered from the falling dollar.> You mean their central banks are buying dollars to inflate their own economies??? I guess you could call that 'investing' in the US, but I wouldn't. DAK

To: GraceZ who wrote (2232)	6/9/2003 3:31:10 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 4905

Hi Grace, Our trading partners still find that they want to invest their dollars back in US assets rather than invest in their own countries, therefore they haven't suffered from the falling dollar. The virtuous cycle is still very much intact Americans buying CanRoys benefit from the falling greenback. Is not the converse true for me a Canuck investing in say TMR an NG E&P or SJT an American Energy Trust ? regards Kastel (a trading partner)

To: GraceZ who wrote (2232)	6/9/2003 3:31:55 PM
From: NOW	Read Replies (1) \| Respond to of 4905

"Even Japan looks to be recovering from its mental malaise (contrary to what everyone on this thread seems to think)." what evidence do you offer of this?