Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing.
======= BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman <tv.k...@gmail.com> wrote: > > > Thank you for your inputs sir,… > > I am sure you are just being humble.. > > Currently China’s main problem is the devaluating USD. > > There’s no country in the world that would just sit quietly and see their > money (treasury/reserve) diminishing. > > > > We have agreed that US is facing serious inflationary issue. And based on > my discussion with Miss Elaine is that , do we see India, China and > Indonesian markets able to push the commodity prices up? > > I am convinced that the energy and non-ferrous metal prices are overvalued. > > > However, with the devaluating in USD, I see the possibilities that China > will diverse her reserve in various forms, including precious metals, > non-ferrous metals, and energy. If that happens, will China able to push the > prices north?! > > > > > > Regards > > s|n > > > > > > > > *From:* obrolan-bandar@yahoogroups.com [mailto: > obrolan-ban...@yahoogroups.com] *On Behalf Of *YUTA > *Sent:* Sunday, September 13, 2009 11:07 PM > *To:* obrolan-bandar@yahoogroups.com > *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and > others on US Inflation > > > > > > Hi > > > I am not expert on fundamental things but just a guy who keen to learn > something on what happen to the economic. Since you put my name, I am > trying to share some of view. > > Uhm so difficult questions. Perhaps we need to agree on future, is > this inflationary is happening in US or contrary their currency is > devaluating? I guess, both is ongoing. Inflation is the future threat > of what US peoples is most worrying about. While it is ongoing where > US dollar is devaluating to other currencies. There should be a trade > off which we don't know what's gonna happen. > > Look at China, they have also problems with over capacity which will > lead to deflation but in the other hand they are very sensitive on > commodities fluctuation which will trigger to inflation. Confuse, > right? Then it does make sense where China is also curbing both > (Commodities inflation and US dollar deflation) by diversing their > reserve, at least for my perspective of thinking. > > I believe what peoples wiat is how US government will end the stimulus > and their method take out the liquidity from the market. Once they > increase the interest rate, stock and market will negatively react. > And once it happen, as you aware, the US dollar will increase their > value which other currency should follow (to increase interest rate) > as well. You can imagine if accross the universe is raising their > interest rate from one to another place ..... > > That's the comment from newbie too...Doesn't answer your question. Fool > me... > > To Seniors, please correct if something wrong... > > 2009/9/13 tV.kun0 <tv.k...@gmail.com <tv.kun0%40gmail.com>>: > > Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and > other macro economic experts. > > > > Please allow newbie to ask a few questions related to macro economic > issue. > > > > Recently I read some news regarding the threat of the US inflation. Below > is some copy and paste from the articles. > > > > "Buffett is sounding the warning that America's enormous and mushrooming > public debt presents an enormous inflation risk. He points out that private > savings and foreign loans won't adequately cover our huge borrowing." > > > > "All that spending originates as borrowing, and there's no way it'll ever > be repaid. It'll be inflated away by the Federal Reserve's monopoly on money > creation. That will erode the value of the money in your pocket, in your > bank account, and, yes, in your stock portfolio, too." > > > > > > My questions are: > > 1. How severe will the US inflation impact on our country's (RI) economy > and stock exchange? > > 2. Will it drive the value of oil south? If so, could you please > elaborate?! > > 3. Many believe that if the US inflation do really happen, gold price > shall soars. Will the non-ferrous metal prices climb as well? > > 4. Are there any stock that will rise along with inflation? If so, what > sector(s) would it be? > > > > Thanking you very much in advance for your time to answer. > > > > s|n > > > > Sent from my BlackBerry® > > powered by Sinyal Kuat INDOSAT > > > > ------------------------------------ > > > > + + > > + + + + + > > Mohon saat meREPLY posting, text dari posting lama dihapus > > kecuali diperlukan agar CONTEXTnya jelas. > > + + + + + > > + +Yahoo! Groups Links > > > > > > > > > > > > >