Home › Forums › Financial Markets/Economics › contrarain investing; japanese equities?
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Coronita.
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AuthorPosts
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March 13, 2011 at 11:38 PM #18627March 14, 2011 at 3:29 AM #676653
Eugene
ParticipantFrom the Keynesian standpoint, this is precisely the kind of disaster that can jumpstart the economy. In the long run. In the short run, profits are going to be down, and we don’t know if today’s selloff adequately reflects short-term losses to be experienced by Japanese companies.
Some losses seem overblown even in the short run. For example, does anyone really believe that the earthquake justifies a 5% drop in the valuation of Toyota?
March 14, 2011 at 3:29 AM #676708Eugene
ParticipantFrom the Keynesian standpoint, this is precisely the kind of disaster that can jumpstart the economy. In the long run. In the short run, profits are going to be down, and we don’t know if today’s selloff adequately reflects short-term losses to be experienced by Japanese companies.
Some losses seem overblown even in the short run. For example, does anyone really believe that the earthquake justifies a 5% drop in the valuation of Toyota?
March 14, 2011 at 3:29 AM #677318Eugene
ParticipantFrom the Keynesian standpoint, this is precisely the kind of disaster that can jumpstart the economy. In the long run. In the short run, profits are going to be down, and we don’t know if today’s selloff adequately reflects short-term losses to be experienced by Japanese companies.
Some losses seem overblown even in the short run. For example, does anyone really believe that the earthquake justifies a 5% drop in the valuation of Toyota?
March 14, 2011 at 3:29 AM #677455Eugene
ParticipantFrom the Keynesian standpoint, this is precisely the kind of disaster that can jumpstart the economy. In the long run. In the short run, profits are going to be down, and we don’t know if today’s selloff adequately reflects short-term losses to be experienced by Japanese companies.
Some losses seem overblown even in the short run. For example, does anyone really believe that the earthquake justifies a 5% drop in the valuation of Toyota?
March 14, 2011 at 3:29 AM #677801Eugene
ParticipantFrom the Keynesian standpoint, this is precisely the kind of disaster that can jumpstart the economy. In the long run. In the short run, profits are going to be down, and we don’t know if today’s selloff adequately reflects short-term losses to be experienced by Japanese companies.
Some losses seem overblown even in the short run. For example, does anyone really believe that the earthquake justifies a 5% drop in the valuation of Toyota?
March 14, 2011 at 6:45 AM #676658Coronita
ParticipantI don’t think folks have realized the extent of the economic damage yet (and whether all the bad news has been factored in yet…)
Example,
This is supposedly one of the areas for Nissan’s ready for shipment…
http://www.youtube.com/watch?v=VMPUZTm5vAc&feature=player_embedded#at=32
In retrospect, destroyed property isn’t nearly as bad as lives lost. But, I don’t think it has quite fully sunk in yet the economic damage this thing has done.
Some of the comments posted on autoblog indicated that Nissan and Infiniti dealers are already getting noticed of immediate unexpected inventory shortage.
March 14, 2011 at 6:45 AM #676713Coronita
ParticipantI don’t think folks have realized the extent of the economic damage yet (and whether all the bad news has been factored in yet…)
Example,
This is supposedly one of the areas for Nissan’s ready for shipment…
http://www.youtube.com/watch?v=VMPUZTm5vAc&feature=player_embedded#at=32
In retrospect, destroyed property isn’t nearly as bad as lives lost. But, I don’t think it has quite fully sunk in yet the economic damage this thing has done.
Some of the comments posted on autoblog indicated that Nissan and Infiniti dealers are already getting noticed of immediate unexpected inventory shortage.
March 14, 2011 at 6:45 AM #677323Coronita
ParticipantI don’t think folks have realized the extent of the economic damage yet (and whether all the bad news has been factored in yet…)
Example,
This is supposedly one of the areas for Nissan’s ready for shipment…
http://www.youtube.com/watch?v=VMPUZTm5vAc&feature=player_embedded#at=32
In retrospect, destroyed property isn’t nearly as bad as lives lost. But, I don’t think it has quite fully sunk in yet the economic damage this thing has done.
Some of the comments posted on autoblog indicated that Nissan and Infiniti dealers are already getting noticed of immediate unexpected inventory shortage.
March 14, 2011 at 6:45 AM #677461Coronita
ParticipantI don’t think folks have realized the extent of the economic damage yet (and whether all the bad news has been factored in yet…)
Example,
This is supposedly one of the areas for Nissan’s ready for shipment…
http://www.youtube.com/watch?v=VMPUZTm5vAc&feature=player_embedded#at=32
In retrospect, destroyed property isn’t nearly as bad as lives lost. But, I don’t think it has quite fully sunk in yet the economic damage this thing has done.
Some of the comments posted on autoblog indicated that Nissan and Infiniti dealers are already getting noticed of immediate unexpected inventory shortage.
March 14, 2011 at 6:45 AM #677806Coronita
ParticipantI don’t think folks have realized the extent of the economic damage yet (and whether all the bad news has been factored in yet…)
Example,
This is supposedly one of the areas for Nissan’s ready for shipment…
http://www.youtube.com/watch?v=VMPUZTm5vAc&feature=player_embedded#at=32
In retrospect, destroyed property isn’t nearly as bad as lives lost. But, I don’t think it has quite fully sunk in yet the economic damage this thing has done.
Some of the comments posted on autoblog indicated that Nissan and Infiniti dealers are already getting noticed of immediate unexpected inventory shortage.
March 14, 2011 at 7:23 AM #676668outtamojo
ParticipantWhen knifecatching, it is always best to wait for panic- jmho.
March 14, 2011 at 7:23 AM #676722outtamojo
ParticipantWhen knifecatching, it is always best to wait for panic- jmho.
March 14, 2011 at 7:23 AM #677333outtamojo
ParticipantWhen knifecatching, it is always best to wait for panic- jmho.
March 14, 2011 at 7:23 AM #677471outtamojo
ParticipantWhen knifecatching, it is always best to wait for panic- jmho.
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