Replies to post #89018 on Value Microcaps Motherboard

[True FL Native]

EXPORTS: This is exactly what I was talking about in my post from a few weeks ago. We have already been seeing this in our business for a while.
http://investorshub.advfn.com/boards/read_msg.asp?message_id=24370700

[ari5000]

The thing is about IBD...


Have they ever published an article that suggests the U.S. economy is weak and people should sell stocks?

I'm fairly certain the banks are insolvent but the games the Fed can play to keep things floating and hiding the truth is enormous. So I'm not sure if a day of reckoning will ever arrive.

I think tomorrow might be a tell. With the $VIX and SKF both gapping down but closing slightly higher, it suggests there might not be enough sellers to push it down anymore. I'll make a decision to get back into inverse ETFs or add to longs tomorrow.

[kipp440]

panic about the dollar - link to the "Economist" story:

http://www.economist.com/opinion/displaystory.cfm?story_id=10215040

This is such a complex topic for all of us. The bottom line is we do have inflation, and we will have more with a weak dollar.

Another fact is that only 10% of US jobs are in manufacturing. Besides grain, I am asking myself; what is it exactly we will be exporting due to our weak dollar?

Kipp

[kipp440]

panic about the dollar - link to the "Economist" story:

http://www.economist.com/opinion/displaystory.cfm?story_id=10215040

This is such a complex topic for all of us. The bottom line is we do have inflation, and we will have more with a weak dollar.

Another fact is that only 10% of US jobs are in manufacturing. Besides grain, I am asking myself; what is it exactly we will be exporting due to our weak dollar?

Kipp

[lentinman]

Mike:

It's not that I don't appreciate the article you posted, but it sure sounded like cherry picking stats to me - and I've made a life-long living at understanding how to do it - as well as detect it elsewhere.

I'm not debating whether a falling dollar has residual benefits - whether short term or not, but there is just one comment I can't overlook...

"Over the long-term, the dollar is well within normal bounds. After years of rallying due to massive flows of investment into the U.S., the dollar has simply come down to Earth."

If anyone can call being below the lowest point in history "within normal bounds", then they speak a radically different language than me (or any other normal person).

"The dollar has simply come down to Earth." Huh? That's like saying the DOW drops to 2,000 because it was just experiencing "years of rallying due to massive flows of investment into the US" and now it has "simply come down to Earth."

This chart tells it all.

http://investorshub.advfn.com/boards/read_msg.asp?message_id=24885734

Len