william the wie
Gold Member
- Nov 18, 2009
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With the dollar appreciating because the US is the only country in the world without official QE raw material costs will go down. Will revenues decline enough to enough to offset the FOREX edge? And a secondary question is will this revenue encourage investment in Automation to reduce labor costs?
I suspect only a yes/no answer to those questions would create a generally declining market and any other combination would create massive capital flight to here. That would create a one way bet and a bubble.
I suspect only a yes/no answer to those questions would create a generally declining market and any other combination would create massive capital flight to here. That would create a one way bet and a bubble.