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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Tapcon who wrote (34576)	5/24/2009 3:44:40 PM
From: Cogito Ergo Sum	Respond to of 78702

I think it's 6 of one, half a dozen of the other :O) US consumer is definitely down right now, I'd imagine maybe even below a normal (world view) consumption level for a large western country.. Beyond the Chinese stimulus they are (Chinese) ramping their consumerism ... see Chinese car sales for example.. Now that the big scare is passed for now.. if the BIC countries (not much hope for Russia in here right now IMO) can fill that void and US can muddle along and manage an L shaped recovery... we are good.. A lot of ifs there as China starts to protect itself more from US currency debasement.. That is not a straight line event if the dollar sees a selling run.. The last dip in the markets was then just a warm up.. That's really my concern.. US inflation per say is not really the huge issue for Canucks I figure as long as BIC continues to grow.. We've already lost so much manufacturing we need to change gears anyway.. Down to 70% foreign trade weighted to the US from 80% not very long a go... (per StatsCan) TBS BTW The chap that I got the CLL.DB.A idea from apparently only bought around 45 :O) It was his top pick on Friday on BNN.. stockchase.com