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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: Taikun who wrote (67687)8/17/2005 8:53:16 AM
From: TobagoJack  Respond to of 74559
 
hello david, consider ...

currency depreciation is hardly ever a good thing, and almost always a bad thing

where will more and more boeing parts be made

dell is not squeezing lenovo, but dell is being squeezed by others; at some point dell the lion will likely get disintermediated altogether, by many, as in wolf pack, because pcs are not special, and will get less so, and what dell does is not magic, at least will not stand up to the test of time

housing bubble via simple increase in price is different than same with added innovations of refi and reverse amort. mortgage and io mortgage

german savings is of a fundamentally different character than usa liquidity

iraq is not reconstructing, but deconstructing, and the issue will spread

more troubles + more liquidity = more expensive energy, or ought to

besides, oil is still cheap, and certainly below peak real price

chugs, j