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

To: ild who wrote (20333)	1/4/2005 11:18:08 AM
From: mishedlo	Respond to of 116555

Schaeffer Forecast 2005 schaeffersresearch.com

To: ild who wrote (20333)	1/4/2005 12:47:12 PM
From: TH	Read Replies (2) \| Respond to of 116555

TABLE-Ford December U.S. vehicle sales off 3.6 pct Tue Jan 4, 2005 12:31 PM ET DETROIT, Jan 4 (Reuters) - Following are Ford Motor Co. (F.N: Quote, Profile, Research) U.S. sales of cars and light trucks in December 2004 vs. the same year-earlier month and for the year to date. Dec 2004 Dec 2003 % Change All Vehicles 271,703 271,371 -3.6% Domestic Car 73,653 70,303 0.9% Domestic Truck 198,050 201,068 -5.1% Import Car 0 0 N.A. Import Truck 0 0 N.A. Dom+Imp Cars 73,653 70,303 0.9% Dom+Imp Trucks 198,050 201,068 -5.1% Domestic Vehicles 271,703 271,371 -3.6% Imported Vehicles 0 0 N.A. Yr-to-Date Prev Year % Change All Vehicles 3,098,719 3,247,671 -4.9% Domestic Car 888,633 1,033,092 -14.3% Domestic Truck 2,210,086 2,214,579 -0.5% Import Car 0 0 N.A. Import Truck 0 0 N.A. Dom+Imp Cars 888,633 1,033,092 -14.3% Dom+Imp Trucks 2,210,086 2,214,579 -0.5% Domestic Vehicles 3,098,719 3,247,671 -4.9% Imported Vehicles 0 0 N.A. ------------------------------------------------------------- Percent changes are based on the daily sales rate, and reflect 27 selling days in December 2004 vs. 26 in December 2003, and 308 in 2004 year to date vs. 307 for 2003 year to date Excludes Volvo, Jaguar and Land Rover sales. yahoo.reuters.com

To: ild who wrote (20333)	1/4/2005 4:35:10 PM
From: patron_anejo_por_favor	Respond to of 116555

<snif> That was beautiful, man!<G>

To: ild who wrote (20333)	1/4/2005 4:47:40 PM
From: yard_man	Read Replies (2) \| Respond to of 116555

I may need to read that again -- did he say why we have this anti-correlation between the USD and stocks?? Unless this is all a domestic, debt-driven effect, I don't understand ... When the dollar falls -- sure exports become more competitive -- but how important is that for most companies?? And when the dollar falls foreigners are getting hammered again -- heck they've made nothing for the last few years in the S&P -- unless they live in China?? Who is the marginal buyer when the dollar falls?? Who is the marginal seller when the dollar rises like it did today?? I think we might be seeing a reverse January effect here -- folks not wanting to be taxed on gains until this year??