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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Jim Willie CB who wrote (9065)7/11/2004 2:56:49 PM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 116555
 
I just gave an example and it may work for many other products.

Would agree that jobs of work intensive "widgets" will not come back to the US but other products which are relaying on more automation and investments may come back to be closer to the retail markets and take advantage of JUST IN TIME.

It is a gradual process and not a swap all at once.

Would agree on the total collapse of the USD only if the gold standard will return

at this point I think that I explained my differences over your assumption - no collapse but substantial depreciation



To: Jim Willie CB who wrote (9065)7/11/2004 3:53:30 PM
From: KyrosL  Read Replies (6) | Respond to of 116555
 
U.S. Recovery In Manufacturing Gains Momentum

Message 20292559

Don't underestimate the flexibility of the US economy. A 20% drop in the dollar from here will cause a flood of car factory relocations from Europe and Japan to the US to begin with.



To: Jim Willie CB who wrote (9065)7/12/2004 1:56:17 AM
From: Haim R. Branisteanu  Read Replies (2) | Respond to of 116555
 
Was thinking about your statements and wonder why you can not indicate a fair value for the dollar index - do you use any economic models to substantiate your assertions?

No need to respond or justify anything if you do not.

thanks

Haim