- This topic has 235 replies, 17 voices, and was last updated 14 years ago by NotCranky.
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November 5, 2010 at 10:15 AM #628228November 5, 2010 at 10:15 AM #627171JWM in SDParticipant
“wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.
November 5, 2010 at 10:15 AM #627248JWM in SDParticipant“wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.
November 5, 2010 at 10:15 AM #627802JWM in SDParticipant“wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.
November 5, 2010 at 10:15 AM #627927JWM in SDParticipant“wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.
November 5, 2010 at 10:15 AM #628238JWM in SDParticipant“wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.
November 5, 2010 at 10:21 AM #627176CoronitaParticipant[quote=JWM in SD]”wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.[/quote]
Short term? A mixture of domestic and asia demand. Longer term? Latin america and other emerging markets trying to crack into the “low cost” solutions.
I don’t think we’re in disagreement here. I never said the fed policies are sustainable nor did I say anyone is going to be permanently immuned. It’s a short term “patch” for a frickin crater. But, that short term patch does seem to do a dandy job inflating another bubble, doesn’t it?
Someone did say at this point in time, “everyone” is suffering right now and “everyone” is hurting in this economy. I would dispute that. The shit has not hit the fan (yet)….
November 5, 2010 at 10:21 AM #627253CoronitaParticipant[quote=JWM in SD]”wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.[/quote]
Short term? A mixture of domestic and asia demand. Longer term? Latin america and other emerging markets trying to crack into the “low cost” solutions.
I don’t think we’re in disagreement here. I never said the fed policies are sustainable nor did I say anyone is going to be permanently immuned. It’s a short term “patch” for a frickin crater. But, that short term patch does seem to do a dandy job inflating another bubble, doesn’t it?
Someone did say at this point in time, “everyone” is suffering right now and “everyone” is hurting in this economy. I would dispute that. The shit has not hit the fan (yet)….
November 5, 2010 at 10:21 AM #627807CoronitaParticipant[quote=JWM in SD]”wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.[/quote]
Short term? A mixture of domestic and asia demand. Longer term? Latin america and other emerging markets trying to crack into the “low cost” solutions.
I don’t think we’re in disagreement here. I never said the fed policies are sustainable nor did I say anyone is going to be permanently immuned. It’s a short term “patch” for a frickin crater. But, that short term patch does seem to do a dandy job inflating another bubble, doesn’t it?
Someone did say at this point in time, “everyone” is suffering right now and “everyone” is hurting in this economy. I would dispute that. The shit has not hit the fan (yet)….
November 5, 2010 at 10:21 AM #627931CoronitaParticipant[quote=JWM in SD]”wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.[/quote]
Short term? A mixture of domestic and asia demand. Longer term? Latin america and other emerging markets trying to crack into the “low cost” solutions.
I don’t think we’re in disagreement here. I never said the fed policies are sustainable nor did I say anyone is going to be permanently immuned. It’s a short term “patch” for a frickin crater. But, that short term patch does seem to do a dandy job inflating another bubble, doesn’t it?
Someone did say at this point in time, “everyone” is suffering right now and “everyone” is hurting in this economy. I would dispute that. The shit has not hit the fan (yet)….
November 5, 2010 at 10:21 AM #628243CoronitaParticipant[quote=JWM in SD]”wouldn’t this look entirely different than if I polled 100 companies that were focused in say sw or services business or electronic media which doesn’t have nearly as much of these raw goods costs and predominantly derive it’s business overseas?”
At any given point in time? sure. The question to ask is what is driving the demand for that software work? What foreign demand is that? Asia/China? Give it some time.[/quote]
Short term? A mixture of domestic and asia demand. Longer term? Latin america and other emerging markets trying to crack into the “low cost” solutions.
I don’t think we’re in disagreement here. I never said the fed policies are sustainable nor did I say anyone is going to be permanently immuned. It’s a short term “patch” for a frickin crater. But, that short term patch does seem to do a dandy job inflating another bubble, doesn’t it?
Someone did say at this point in time, “everyone” is suffering right now and “everyone” is hurting in this economy. I would dispute that. The shit has not hit the fan (yet)….
November 5, 2010 at 11:16 AM #627188JWM in SDParticipant“But, that short term patch does seem to do a dandy job inflating another bubble, doesn’t it?”
Not if you look at the DXY chart and actually buy groceries and gas it doesn’t. Not Really.
If the shit hasn’t hit the fan, then why the need for QE2? Bernanke is TRAPPED.
November 5, 2010 at 11:16 AM #627265JWM in SDParticipant“But, that short term patch does seem to do a dandy job inflating another bubble, doesn’t it?”
Not if you look at the DXY chart and actually buy groceries and gas it doesn’t. Not Really.
If the shit hasn’t hit the fan, then why the need for QE2? Bernanke is TRAPPED.
November 5, 2010 at 11:16 AM #627821JWM in SDParticipant“But, that short term patch does seem to do a dandy job inflating another bubble, doesn’t it?”
Not if you look at the DXY chart and actually buy groceries and gas it doesn’t. Not Really.
If the shit hasn’t hit the fan, then why the need for QE2? Bernanke is TRAPPED.
November 5, 2010 at 11:16 AM #627943JWM in SDParticipant“But, that short term patch does seem to do a dandy job inflating another bubble, doesn’t it?”
Not if you look at the DXY chart and actually buy groceries and gas it doesn’t. Not Really.
If the shit hasn’t hit the fan, then why the need for QE2? Bernanke is TRAPPED.
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