Comments on: Deflation’s back in Japan–and why investors should care http://jubakpicks.com/2009/12/21/deflations-back-in-japan-and-why-investors-should-care/ Tue, 22 May 2012 22:19:06 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: javos http://jubakpicks.com/2009/12/21/deflations-back-in-japan-and-why-investors-should-care/comment-page-1/#comment-2594 javos Tue, 22 Dec 2009 12:33:12 +0000 http://jubakpicks.com/?p=2552#comment-2594 Anybody looked at the Baltic Dry index or LME copper warehouse levels lately? Looks to me like commodity prices may be headed further down. Forget the Fed, BudAngus. They're no longer in control of anything, except the media talking heads. Anybody looked at the Baltic Dry index or LME copper warehouse levels lately? Looks to me like commodity prices may be headed further down.

Forget the Fed, BudAngus. They’re no longer in control of anything, except the media talking heads.

]]> By: BudAngus http://jubakpicks.com/2009/12/21/deflations-back-in-japan-and-why-investors-should-care/comment-page-1/#comment-2591 BudAngus Tue, 22 Dec 2009 09:18:36 +0000 http://jubakpicks.com/?p=2552#comment-2591 How does FED policy fit into the picture? Doesn't it ensure we willl have signigicant inflation in the near future? How does FED policy fit into the picture? Doesn’t it ensure we willl have signigicant inflation in the near future?

]]> By: Christopher http://jubakpicks.com/2009/12/21/deflations-back-in-japan-and-why-investors-should-care/comment-page-1/#comment-2587 Christopher Tue, 22 Dec 2009 00:31:53 +0000 http://jubakpicks.com/?p=2552#comment-2587 twoyrfixed I have been thinking about the same thing through this whole bailout mess and such. People use to say that Japan got their decade of problems (looks more like two decades so far, as I see it), because the government wouldn't let their companies fail (save face problem). The point being that you needed to let the mistakes be torn down so only the good survive. Well it for the last two year it seems to me the US can't point that finger any more. Purewater, if you want to see what is wrong with Japan's economy you have to remember that before their bubble/colapse, the big fear in the US was that Japan was going to own the US, because they were so strong, now look in comparison. The US can decide any time to have zero unemployement, just one problem, that means the government "creating" the jobs. The problem with that is governments only make jobs that at BEST, infrastructure for companies that make real money for the economy, and are mostly a negative number in any GDP. So unless you are going to have a self contained country like the Soviet Union, you had better maximize the part of the economy that increases your GDP. In other words deflation caused by more effecient process is good, defation caused by people refusing to buy your products isn't. twoyrfixed I have been thinking about the same thing through this whole bailout mess and such. People use to say that Japan got their decade of problems (looks more like two decades so far, as I see it), because the government wouldn’t let their companies fail (save face problem). The point being that you needed to let the mistakes be torn down so only the good survive. Well it for the last two year it seems to me the US can’t point that finger any more.

Purewater, if you want to see what is wrong with Japan’s economy you have to remember that before their bubble/colapse, the big fear in the US was that Japan was going to own the US, because they were so strong, now look in comparison.

The US can decide any time to have zero unemployement, just one problem, that means the government “creating” the jobs. The problem with that is governments only make jobs that at BEST, infrastructure for companies that make real money for the economy, and are mostly a negative number in any GDP. So unless you are going to have a self contained country like the Soviet Union, you had better maximize the part of the economy that increases your GDP. In other words deflation caused by more effecient process is good, defation caused by people refusing to buy your products isn’t.

]]> By: dflynn1162 http://jubakpicks.com/2009/12/21/deflations-back-in-japan-and-why-investors-should-care/comment-page-1/#comment-2586 dflynn1162 Tue, 22 Dec 2009 00:02:11 +0000 http://jubakpicks.com/?p=2552#comment-2586 I wonder how this will affect the price of gold? I wonder how this will affect the price of gold?

]]> By: dflynn1162 http://jubakpicks.com/2009/12/21/deflations-back-in-japan-and-why-investors-should-care/comment-page-1/#comment-2585 dflynn1162 Tue, 22 Dec 2009 00:01:47 +0000 http://jubakpicks.com/?p=2552#comment-2585 I wonder how this will affect the price of gold, as well as the price per share of gold mining companies like Kinross or Goldcorp? I wonder how this will affect the price of gold, as well as the price per share of gold mining companies like Kinross or Goldcorp?

]]>