SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Stock Attack II - A Complete Analysis

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: donald sew who wrote (11973)7/18/2001 10:23:57 AM
From: Paul Shread  Read Replies (1) of 52237
 
>>So lets assume that they will eventually recover. So when they do recover, wont that pull money out away from the US MARKETs.<<

I think the real question is whether the U.S. can avoid being dragged down with them. I don't think the U.S. can, but I remain open to the possibility that AG's legend will grow even more before this is over. <ggg>

Another problem is repatriation. Depressions in this country, at least in the 19th century, had a lot to do with British repatriation when banking crises emerged on the other side of the pond. Can it get so bad abroad that countries have to pull their money out of the U.S. to shore things up at home?

If the dollar falls because of foreign countries improving, buy the heavy cyclicals that have gone nowhere for the last few years. IP would be at the top of my buy list under that scenario. Gold should also do well under that scenario.

Just some thoughts.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext