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Politics
Formerly About Applied Materials
An SI Board Since October 1995
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699263) The present administration let's the markets decide and doesn't get ichomolungma-4/23/2003
69925Yes, I have read your posts. Have you read mine, to which you responded? I was,zonder-4/23/2003
69924<i> what do you think the slide of the USD means? </i> Have you bechomolungma-4/23/2003
69923I don't know where the university research links I kept on it went. Anyway,Sun Tzu-4/23/2003
69922The full theory is a lot more comprehensive than the impact of wars. It is realSun Tzu-4/23/2003
69921Thanks for the links. Frankly, it looks like voodoo at first glance. Will take azonder-4/23/2003
69920The short answer is that there are 3 major economic cycles based on chunky effecSun Tzu-4/23/2003
69919Do you even know what speech I am talking about? You say "you can read anyzonder-4/23/2003
69918> You don't need to be a "net exporter" to benefit from a decliSun Tzu-4/23/2003
69917You can read anything you want into that speech. A REAL policy change would be chomolungma-4/23/2003
69916<I>Nah. There's no policy change, it's only the markets doing theizonder-4/23/2003
69915<i>Have you (or others here) looked at K-Wave theory? </i> Yeah, bachomolungma-4/23/2003
69914<i>The first is that weak currency is only good for net exporter economieschomolungma-4/23/2003
69913Do tell.zonder-4/23/2003
69912> Don't lose sight of the big trends! Have you (or others here) looked Sun Tzu-4/23/2003
69911<I>Why would you want to sit it out and not convert your assets right awayzonder-4/23/2003
69910<i>By maybe mid-2005 (after the election distortions have worn off), it shchomolungma-4/23/2003
69909I say we are devaluing USD ala reversing the strong dollar policy and you say itSun Tzu-4/23/2003
69908<i>What you are basically saying is that we can devalue our way out of ourchomolungma-4/23/2003
69907<i>I can promise you that I will never buy anything that comes from europethames_sider-4/23/2003
69906<i><<There will be plenty of demand as the U.S. takes up slack and mXBrit-4/22/2003
69905I agree with your read on Roach's position, but not on your conclusions. WhSun Tzu-4/22/2003
69904OFF TOPIC... Nice gain in AMAT today. Hope everyone's been very long durinchomolungma-4/22/2003
69903<i>That is not how I read Roach's article:</i> Roach said "chomolungma-4/22/2003
69902That is not how I read Roach's article: <i> The only way out of this tSun Tzu-4/22/2003
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