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November 5, 2010 at 10:15 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #627171November 5, 2010 at 10:15 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #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 in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #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 10:15 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #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 in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #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 10:08 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #627912JWM in SDParticipant“I think this is a precursor to a trade/currency war. Tariff is not such a bad word in lots of countries, and money printing is easier for China/india/brazil then it is for us. So we either get a race to the bottom in currency valuation (Armageddon) or we get rising tariffs and there is nothing to buy because we don’t make crap (Armageddon).”
Correct. But there will be pain. Lots of it. Even in Carmel Valley. Bernanke seemingly bought you CV homeowners a couple of years but when you go the grocery store and pump (soon) you will see the price you’ve paid for that. The frightening thing is that what he really wanted was have that house start going up in value again…not gonna happen without wages.
November 5, 2010 at 10:08 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #627156JWM in SDParticipant“I think this is a precursor to a trade/currency war. Tariff is not such a bad word in lots of countries, and money printing is easier for China/india/brazil then it is for us. So we either get a race to the bottom in currency valuation (Armageddon) or we get rising tariffs and there is nothing to buy because we don’t make crap (Armageddon).”
Correct. But there will be pain. Lots of it. Even in Carmel Valley. Bernanke seemingly bought you CV homeowners a couple of years but when you go the grocery store and pump (soon) you will see the price you’ve paid for that. The frightening thing is that what he really wanted was have that house start going up in value again…not gonna happen without wages.
November 5, 2010 at 10:08 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #627788JWM in SDParticipant“I think this is a precursor to a trade/currency war. Tariff is not such a bad word in lots of countries, and money printing is easier for China/india/brazil then it is for us. So we either get a race to the bottom in currency valuation (Armageddon) or we get rising tariffs and there is nothing to buy because we don’t make crap (Armageddon).”
Correct. But there will be pain. Lots of it. Even in Carmel Valley. Bernanke seemingly bought you CV homeowners a couple of years but when you go the grocery store and pump (soon) you will see the price you’ve paid for that. The frightening thing is that what he really wanted was have that house start going up in value again…not gonna happen without wages.
November 5, 2010 at 10:08 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #627233JWM in SDParticipant“I think this is a precursor to a trade/currency war. Tariff is not such a bad word in lots of countries, and money printing is easier for China/india/brazil then it is for us. So we either get a race to the bottom in currency valuation (Armageddon) or we get rising tariffs and there is nothing to buy because we don’t make crap (Armageddon).”
Correct. But there will be pain. Lots of it. Even in Carmel Valley. Bernanke seemingly bought you CV homeowners a couple of years but when you go the grocery store and pump (soon) you will see the price you’ve paid for that. The frightening thing is that what he really wanted was have that house start going up in value again…not gonna happen without wages.
November 5, 2010 at 10:08 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #628223JWM in SDParticipant“I think this is a precursor to a trade/currency war. Tariff is not such a bad word in lots of countries, and money printing is easier for China/india/brazil then it is for us. So we either get a race to the bottom in currency valuation (Armageddon) or we get rising tariffs and there is nothing to buy because we don’t make crap (Armageddon).”
Correct. But there will be pain. Lots of it. Even in Carmel Valley. Bernanke seemingly bought you CV homeowners a couple of years but when you go the grocery store and pump (soon) you will see the price you’ve paid for that. The frightening thing is that what he really wanted was have that house start going up in value again…not gonna happen without wages.
November 5, 2010 at 10:03 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #627902JWM in SDParticipanthttp://market-ticker.org/cgi-ticker/akcs-www?singlepost=2224438
It’s the input costs per unit. Not the Sale Prices.
November 5, 2010 at 10:03 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #628213JWM in SDParticipanthttp://market-ticker.org/cgi-ticker/akcs-www?singlepost=2224438
It’s the input costs per unit. Not the Sale Prices.
November 5, 2010 at 10:03 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #627146JWM in SDParticipanthttp://market-ticker.org/cgi-ticker/akcs-www?singlepost=2224438
It’s the input costs per unit. Not the Sale Prices.
November 5, 2010 at 10:03 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #627223JWM in SDParticipanthttp://market-ticker.org/cgi-ticker/akcs-www?singlepost=2224438
It’s the input costs per unit. Not the Sale Prices.
November 5, 2010 at 10:03 AM in reply to: The Fed’s $600 Billion Statement, Translated Into Plain English #627778JWM in SDParticipanthttp://market-ticker.org/cgi-ticker/akcs-www?singlepost=2224438
It’s the input costs per unit. Not the Sale Prices.
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