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<p>[QUOTE=&quot;yakpoo, post: 819333, member: 18157&quot;]<span style="color: blue">As always...excellent insight! You ask some great questions...</span></p><p>&nbsp;</p><p><br /></p><p>&nbsp;</p><p><span style="color: blue">I suspect the dollar is falling less quickly than other currencies...although, it seems that this Administration&#039;s strategy is to devalue the dollar more quickly to correct trade imbalances...I suspect they&#039;re rethinking that strategy.</span></p><p>&nbsp;</p><p><br /></p><p>&nbsp;</p><p><span style="color: blue">I wish I could find two economists that agree on how &quot;real&quot; inflation is measured. My guess is that &quot;core&quot; inflation (ex food and energy) is about on par with the 10 year note...3.8%</span></p><p>&nbsp;</p><p><br /></p><p>&nbsp;</p><p><span style="color: blue">A stonger economy will increase industrial demand for PMs...the question is what effect that will have on speculative demand. Equities may be more attractive in that environment resulting in a net outflow from PMs.</span></p><p><br /></p><p><span style="color: #0000ff"><span style="color: black"><br /></span></span></p><p><span style="color: #0000ff"><span style="color: black">&nbsp;</span></span></p><p><span style="color: #0000ff"><span style="color: black"><span style="color: blue">YES! ...but into equities, not PMs. Well managed companies continue to surprise in the upside due to this period of consolidation and belt tightening...great for productivity/profits, bad for jobs.</span></span></span></p><p><span style="color: #0000ff"><span style="color: black">&nbsp;</span></span></p><p><span style="color: #0000ff"><span style="color: black"><br /></span></span></p><p><span style="color: #0000ff"><span style="color: black">&nbsp;</span></span></p><p><span style="color: #0000ff"><span style="color: black"><span style="color: blue">Good question! I suspect they will hold tight if it means bringing inactive assets online. That costs $$ and those are likely their less productive assets...increasing their average production costs.</span></span></span></p><p><span style="color: #0000ff"><span style="color: black">&nbsp;</span></span></p><p><span style="color: #0000ff"><span style="color: black"><br /></span></span></p><p><span style="color: #0000ff"><span style="color: black">&nbsp;</span></span></p><p><span style="color: #0000ff"><span style="color: black"></span></span><span style="color: blue">Dunno.</span></p><p><br /></p><p><br /></p><p><br /></p><p><span style="color: blue">Dunno.</span> </p><p>&nbsp;</p><p><br /></p><p>&nbsp;</p><p><span style="color: blue">I doubt it. They&#039;ll likely stick with a strong-ish dollar if it&#039;s available.</span></p><p>&nbsp;</p><p><br /></p><p>&nbsp;</p><p><span style="color: blue">There are plenty of untapped resources, but production costs will rise. &quot;Gigantic new discoveries&quot;? ...I doubt it. Terrorist disruptions is a concern.</span></p><p><br /></p><p><br /></p><p>&nbsp;</p><p><span style="color: blue">The trend has been to &quot;encourage&quot;.</span></p><p>&nbsp;</p><p><br /></p><p>&nbsp;</p><p><span style="color: blue">I suspect energy prices will remain steady in the near term.</span></p><p>&nbsp;</p><p><br /></p><p>&nbsp;</p><p><span style="color: blue">I don&#039;t think things are quite as bad as they seem. Things are bad, but we&#039;ll pull through...we just have to keep from doing anything really stupid. Political gridlock might not be such a bad thing at the moment.</span></p><p>&nbsp;</p><p><br /></p><p>&nbsp;</p><p><span style="color: blue">Really?! I guess I had better buy some more FS coins.</span> <img src="styles/default/xenforo/clear.png" class="mceSmilieSprite mceSmilie8" alt=":D" unselectable="on" unselectable="on" />[/QUOTE]</p><p><br /></p>

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