tag:blogger.com,1999:blog-6616959642391988608.post8513945465465800268..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: The trade picture continues to look brightScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6616959642391988608.post-87189031343693349922010-07-14T13:24:46.085-07:002010-07-14T13:24:46.085-07:00Here is one of your favorites, LA Port traffic. Ex...Here is one of your favorites, LA Port traffic. Exports flat, imports surging massively.<br /><br />http://bit.ly/9Gj2fa<br /><br />The trade balances are heading towards unsustainable levels again. We are caught in a cycle of insanity. <br /><br />Doing the same thing over and over again hoping it turns out differently.Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-5411869900340933982010-07-14T09:51:30.272-07:002010-07-14T09:51:30.272-07:00China, Germany, and Japan have no other option but...China, Germany, and Japan have no other option but to goose their export markets towards the US with Europe DOA.<br /><br />The funneling of monies back into the US will drive down rates and increase assets again on an even thinner US consumption base. These countries are not investing in us so much as they have no other place to park their money or export their products.<br /><br />Another Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-88004436660754445182010-07-14T09:07:42.451-07:002010-07-14T09:07:42.451-07:00Public: In the absence of exchange controls and wi...Public: In the absence of exchange controls and with a free-floating currency such as we have, there is nothing wrong with a trade deficit. Indeed, it is a sign of strength since it means that the world prefers to invest their trade surplus with us rather than spend their export earnings on our goods and services.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-3875328240539853202010-07-14T08:48:10.111-07:002010-07-14T08:48:10.111-07:00travels: I hope to add some pictures soon, just ha...travels: I hope to add some pictures soon, just haven't had enough time.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-14855276947397892362010-07-14T08:09:29.629-07:002010-07-14T08:09:29.629-07:00This will lead us right into another boom/bust. Th...This will lead us right into another boom/bust. There is nothing pretty about the widening gap and it will have negative consequences when it comes home to roost.Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-79679980110464696812010-07-14T05:06:41.746-07:002010-07-14T05:06:41.746-07:00Hi Scott,
The wonders of modern technology, your ...Hi Scott,<br /><br />The wonders of modern technology, your doing all these graphs etc from a boat in Egypt...simply marvelous,and thanks for continuing your blog while on holiday!!<br /><br />I've always planned to see Egypt but never got around to it, any chance you can post some pics up of what your seeing??<br /><br />Cheers,<br /><br /><br />Dave...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-23305918467089753632010-07-13T12:49:28.979-07:002010-07-13T12:49:28.979-07:00Just got back from a wonderful week in Whitefish, ...Just got back from a wonderful week in Whitefish, Montana and Galcier National Park. All the fancy hotels were booked solid as well as the roadside motels. I didn't hear any folks from the rich to the plain old middle class complaining about the economy or fearing the dreaded double-dip. Everyone seemed happy to spend their money and enjoy the beauty of the place. It was nice to avoid the Billhttps://www.blogger.com/profile/06910619601367464068noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-46454180917788902472010-07-13T12:26:15.936-07:002010-07-13T12:26:15.936-07:00Imports are showing increased demand in the USA. N...Imports are showing increased demand in the USA. No dubbledip showing here. We are hearing much less of 'dubbledip' lately. Maybe we need to coin a new phrase: didndoit, didndoit...nah. <br /><br />Scott it sounds like a great trip! Keep us 'posted' on your stops. Looking forward to pictures too!Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.com