damienhaas

Tuesday Outlook: Commodities, Global Markets

David Thanks again for the great effort!

Weak Dollars does not mean that US export is competitive. US goods that are technological normally price at a premium and not many competition except maybe Europe. US will always a big chunk of these type of businesses. However for consumer products and human intensive products, even if the dollars fall by another 20 percent, it will not competitive as they cannot match the low cost environment of the Asia, South America and Eastern Europe producers. Furthermore, a lot of US industry has been outsource to other countries and they are paying these employees in their local currencies. So having weak currency not necessary will help improved the business overall.

Thursday Outlook: Commodities, Global Markets

Cristian

What David is saying is an asset bubble of all class. Stock, commodities, High yield currency and according to Robert Shiller, Real Estate now.

As for consumer, they just don't care as long as asset price is high.

Tuesday Outlook: Commodities, Global Markets

When you are talking about inflation, have you think about Wages(That is what use to buy good and services) which is in decline. How do have inflation when wages keep on declining. One more factor is the collapse of housing price bring the asset price down even stock are rising. Maybe you are referring more to Stagflation rather than Inflation.


On Jul 21 07:05 AM Dr. O wrote:

> The relevant excerpt from Ben Bernanke's Op-Ed in today's Wall Street
> Journal is below. In essence, easy money to continue. Hence, prices
> for most things including stocks, go up.

Thursday Outlook: Commodities, Global Markets

"Volume still remains on the light side which means markets are dominated by Da Boyz who are just picking each other’s pockets"

You have sum up in one sentence, trader's markets and long term investor still sideline.