Comments on: In Case You Think Bernanke Has any Real Power http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/ Tue, 02 Dec 2008 12:24:26 +0000 http://wordpress.org/?v=2.6.5 By: Keysh http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-9304 Keysh Tue, 27 Nov 2007 06:38:19 +0000 http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-9304 <p>I agree with KirkT, it is all about perception. Supply and demand determine market outcomes, but the perceptions (expectations) of both supplers and consumers shape the actual outcome. Tulipomania. The houseing bubble. The great depression (should be called the great panic). Most people are stuck thinking about only short term consequences and not the long term costs and benefits. The world is full of ups and downs...you just have to learn how to ride through them.</p> I agree with KirkT, it is all about perception. Supply and demand determine market outcomes, but the perceptions (expectations) of both supplers and consumers shape the actual outcome. Tulipomania. The houseing bubble. The great depression (should be called the great panic). Most people are stuck thinking about only short term consequences and not the long term costs and benefits. The world is full of ups and downs…you just have to learn how to ride through them.

]]> By: KirkT http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8757 KirkT Mon, 19 Nov 2007 17:53:52 +0000 http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8757 <p>Crashes are about perception though; don't you think?</p> Crashes are about perception though; don’t you think?

]]> By: Jive Dadson http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8754 Jive Dadson Mon, 19 Nov 2007 17:40:54 +0000 http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8754 <p>The market is about supply and demand. Perception just adds ripples. But China is the next wave. Today I bought Petro China and a couple of companies that are building hamburger joints in China, BKC and YUM.</p> The market is about supply and demand. Perception just adds ripples. But China is the next wave. Today I bought Petro China and a couple of companies that are building hamburger joints in China, BKC and YUM.

]]> By: KirkT http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8752 KirkT Mon, 19 Nov 2007 17:37:25 +0000 http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8752 <p>Yes, but will those few companies be able to hold the remainder of the stocks; enough to give investors the perception that the market is, at the very least, stable? After all, the market, to a large extent, is all about perception.</p> <p>And what's to say that, as an investor, I don't just put some of my money into export and move the rest to China where it's Yahoo all over again...except this time with <em>all</em> stocks.</p> Yes, but will those few companies be able to hold the remainder of the stocks; enough to give investors the perception that the market is, at the very least, stable? After all, the market, to a large extent, is all about perception.

And what’s to say that, as an investor, I don’t just put some of my money into export and move the rest to China where it’s Yahoo all over again…except this time with all stocks.

]]> By: todb http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8585 todb Sat, 17 Nov 2007 06:10:48 +0000 http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8585 <p>Nice point and correction by Jive Dadson. Should have been more specific . . . you're right on.</p> Nice point and correction by Jive Dadson. Should have been more specific . . . you’re right on.

]]> By: Jive Dadson http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8584 Jive Dadson Sat, 17 Nov 2007 06:06:55 +0000 http://todbrilliant.com/in-case-you-think-bernanke-has-any-real-power/#comment-8584 <p>If you have US cash, like Federal Reserve Notes, bank accounts, money market funds, or CD's, they are indeed wasting assets. The same cannot necessarily be said for US stocks. Large cap industrial and tech stocks in companies that export to Europe and Asia will probably do quite well. During the Weimar Republic monetary meltdown, the price of stocks went up right along with everything else, until such time as people were fueling their furnaces with paper money.</p> If you have US cash, like Federal Reserve Notes, bank accounts, money market funds, or CD’s, they are indeed wasting assets. The same cannot necessarily be said for US stocks. Large cap industrial and tech stocks in companies that export to Europe and Asia will probably do quite well. During the Weimar Republic monetary meltdown, the price of stocks went up right along with everything else, until such time as people were fueling their furnaces with paper money.

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