recessoin is already in the bag. 用屁股思考都可以

来源: pediatrician2 于 2008-01-04 09:35:35 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (677 bytes)

FIGURE OUT.

The only industries which are NOT in recession are a selected segmentation of high tech and oil. If other core industries - namely pharmaceuticals, financials, manufacturing etc are already in recession for a wihle, how long the tech industry which simply provides optional tools for already recessioned groups can last?

This is why I said at the first day of 2008 that index and mutual fund performance are less promising this year.

Our best hope is that the recession is short-lived. However, it is election year. You might see bunch of political terms like "slow down", "correction" or even governmental intervention with tax money.

所有跟帖： 

• bush's new package coming on 1/7/08. -tafa- ♂ 给 tafa 发送悄悄话 (2 bytes) () 01/04/2008 postreply 09:52:56

• What tech you are talking about -Aceofspades- ♀ 给 Aceofspades 发送悄悄话 (171 bytes) () 01/04/2008 postreply 10:00:41

• that is why I said "selected segmentation of ..". -pediatrician2- ♂ 给 pediatrician2 发送悄悄话 pediatrician2 的博客首页 (110 bytes) () 01/04/2008 postreply 10:09:34

• That is extremely dangerous actually -Aceofspades- ♀ 给 Aceofspades 发送悄悄话 (474 bytes) () 01/04/2008 postreply 10:16:09

• Manage to Cope with US Recession -xyz2001- ♂ 给 xyz2001 发送悄悄话 (132 bytes) () 01/04/2008 postreply 10:24:06

• 现在确实是在衰退的边缘 -zengjp- ♂ 给 zengjp 发送悄悄话 (297 bytes) () 01/04/2008 postreply 10:27:12

• The problem: US is a private economy -xyz2001- ♂ 给 xyz2001 发送悄悄话 (43 bytes) () 01/04/2008 postreply 10:30:40

• 下次会上至少砍半点.. 呵,呵. Gas will go up to $4. -山高月小- ♂ 给 山高月小 发送悄悄话 山高月小 的博客首页 (134 bytes) () 01/04/2008 postreply 10:35:57

• 高通涨或是衰退, 你更愿意选哪个? -zengjp- ♂ 给 zengjp 发送悄悄话 (50 bytes) () 01/04/2008 postreply 11:00:47

• 你更愿意选哪个?衰退! -山高月小- ♂ 给 山高月小 发送悄悄话 山高月小 的博客首页 (371 bytes) () 01/04/2008 postreply 11:10:48

• Some where I read this quote -山高月小- ♂ 给 山高月小 发送悄悄话 山高月小 的博客首页 (429 bytes) () 01/04/2008 postreply 11:16:41

• 回复：Some where I read this quote -zengjp- ♂ 给 zengjp 发送悄悄话 (62 bytes) () 01/04/2008 postreply 11:24:33

• The answer is obvious -Aceofspades- ♀ 给 Aceofspades 发送悄悄话 (208 bytes) () 01/04/2008 postreply 11:35:05

• FED cant let deflation to happen. :) -山高月小- ♂ 给 山高月小 发送悄悄话 山高月小 的博客首页 (108 bytes) () 01/04/2008 postreply 11:40:04

• Fed don't want it happen doesn't mean it can't happen -Aceofspades- ♀ 给 Aceofspades 发送悄悄话 (354 bytes) () 01/04/2008 postreply 11:48:46

• I see that for long time. The end game for inflation is -山高月小- ♂ 给 山高月小 发送悄悄话 山高月小 的博客首页 (226 bytes) () 01/04/2008 postreply 12:12:39

• 回复：I see that for long time. The end game for inflation is -zengjp- ♂ 给 zengjp 发送悄悄话 (76 bytes) () 01/04/2008 postreply 13:12:28

• :) Sure. :):) -山高月小- ♂ 给 山高月小 发送悄悄话 山高月小 的博客首页 (0 bytes) () 01/04/2008 postreply 14:08:05

• I appreciate your comments -zengjp- ♂ 给 zengjp 发送悄悄话 (26 bytes) () 01/04/2008 postreply 16:35:57

• 甭问了，PG决定脑袋，存了一把现金，债券，工作无忧的 -抛玉引砖- ♂ 给 抛玉引砖 发送悄悄话 (14 bytes) () 01/04/2008 postreply 11:22:01

• 呵呵，PG决定脑袋，存了一把现金，债券，还有房子..等等.. -山高月小- ♂ 给 山高月小 发送悄悄话 山高月小 的博客首页 (21 bytes) () 01/04/2008 postreply 11:35:56

• 不过能预见通缩，从而换了大把现金的是英雄 -抛玉引砖- ♂ 给 抛玉引砖 发送悄悄话 (0 bytes) () 01/04/2008 postreply 11:41:08

• There are economic indicators hints both inflation -山高月小- ♂ 给 山高月小 发送悄悄话 山高月小 的博客首页 (134 bytes) () 01/04/2008 postreply 11:45:06

• Recession has been here since eary 2007 -山高月小- ♂ 给 山高月小 发送悄悄话 山高月小 的博客首页 (250 bytes) () 01/04/2008 postreply 10:32:09

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