aceventura3

The market is driven by many factors and I don't think the value of the dollar is always on the top of the list. A weak dollar means companies doing business internationally will see increased sales, but may be hurt when or if they convert foreign currency to dollars. A company like Caterpillar will benefit from a weak dollar. A weak dollar also means we may see higher interest rates and higher inflation. Our current fiscal policy predicts the dollar will be weak and getting weaker going into the future. One concern we should have is foreign countries and investors selling their dollars or our national debt.

I think the market is pricing in our economic recovery. I think they expect a return of high oil prices and other commodities. I think they expect higher inflation. but the big story is economic recovery and companies being able to return to earnings growth.



My gut tells me PC's are dead. I think there may be another cycle or two, but personally I will never buy another Window's based PC unless I am forced to.

I think Dell is dead money. I think they failed to evolve when they had the opportunity. Intel is still capable of solid growth, but not like in the 90's.

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"Democracy is two wolves and a sheep voting on lunch."
"It is useless for the sheep to pass resolutions on vegetarianism while the wolf is of a different opinion."
"If you live among wolves you have to act like one."
"A lady screams at the mouse but smiles at the wolf. A gentleman is a wolf who sends flowers."