Comments on: US economy long term - whereto from here http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/ Commentary on investing and events with distinct value tilt Wed, 07 Jan 2009 08:19:20 +0000 http://wordpress.org/?v=2.3.1 By: Forexman http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-31 Forexman Fri, 18 Jan 2008 20:38:57 +0000 http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-31 An Interesting article, I do believe this last amazing bull run in financial markets and the Dow was not built on sound US economics. The impending crash will drop the Dow Averages to below the lows of the previous crash and will be worse than the dot com bust of the late 90's This could all bode well for the Dollar as the US regains a bit of financial sanity. I am not stock specialist or analyst but to me the writing is on the wall and the bubble is about to burst. Sub Prime questions were raised during Allan Greenspan's tenure and ignored, so maybe now is the time to pay the price. An Interesting article, I do believe this last amazing bull run in financial markets and the Dow was not built on sound US economics. The impending crash will drop the Dow Averages to below the lows of the previous crash and will be worse than the dot com bust of the late 90’s

This could all bode well for the Dollar as the US regains a bit of financial sanity. I am not stock specialist or analyst but to me the writing is on the wall and the bubble is about to burst.

Sub Prime questions were raised during Allan Greenspan’s tenure and ignored, so maybe now is the time to pay the price.

]]> By: arohan http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-22 arohan Sat, 12 Jan 2008 16:10:00 +0000 http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-22 Thanks Viraj! I really hope the incoming administration is upto the task of addressing these problems head on Thanks Viraj! I really hope the incoming administration is upto the task of addressing these problems head on

]]> By: Viraj http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-21 Viraj Sat, 12 Jan 2008 15:59:00 +0000 http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-21 This is quite an interesting post, made me think about the US economy - what you said about 'learning to play nice' really is true and I also agree that a 'one-agenda government' will not work, for some of the reasons you've mentioned. <br/><br/>Keep more of these posts coming!<br/><br/>Viraj. This is quite an interesting post, made me think about the US economy - what you said about ‘learning to play nice’ really is true and I also agree that a ‘one-agenda government’ will not work, for some of the reasons you’ve mentioned.

Keep more of these posts coming!

Viraj.

]]> By: arohan http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-13 arohan Wed, 09 Jan 2008 03:13:00 +0000 http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-13 Thanks Mark! I gather the concept of self-regulation does not really work in practice at the banks<br/><br/>I really have a tough time understanding the concept of a service economy. I am not old fashioned by any means but as an investor one of the ways I judge value is by looking at tangible assets. Your tangible assets do not move easily, but your researchers and scientists and consultants can be very easily hired away to foreign institutions. Besides, it is not as if other countries are not climbing the skills ladder Thanks Mark! I gather the concept of self-regulation does not really work in practice at the banks

I really have a tough time understanding the concept of a service economy. I am not old fashioned by any means but as an investor one of the ways I judge value is by looking at tangible assets. Your tangible assets do not move easily, but your researchers and scientists and consultants can be very easily hired away to foreign institutions. Besides, it is not as if other countries are not climbing the skills ladder

]]> By: Mark Perkins http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-12 Mark Perkins Wed, 09 Jan 2008 01:43:00 +0000 http://www.arohanvalue.com/2008/01/08/us-economy-long-term-whereto-from-here/#comment-12 bring back stricter regulation on banks. I don't think it is a coincidence that the Glass-Steagall legislation was lifted in 1999. It sought to prevent what had happened in the time before the Great depression and the Crash of 1907. <br/>Banks getting their hands in stupid investments. <br/><br/>Going forward the US is going to be a service economy, looks like more and more so. What do we export? No more tobacco, cotton,steel,cars etc. Microsoft, Starbucks, What are we known for? bring back stricter regulation on banks. I don’t think it is a coincidence that the Glass-Steagall legislation was lifted in 1999. It sought to prevent what had happened in the time before the Great depression and the Crash of 1907.
Banks getting their hands in stupid investments.

Going forward the US is going to be a service economy, looks like more and more so. What do we export? No more tobacco, cotton,steel,cars etc. Microsoft, Starbucks, What are we known for?

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