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.
Politics : Ask Michael Burke

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pater tenebrarum who wrote (77465)3/10/2000 7:27:00 AM
From: Earlie  Read Replies (4) of 132070
 
Heinz:

Man, do we think the same way.

I'm not touching any of what I perceive to be properly valued stocks for exactly the reasons you have enumerated.

The staggering levels of debt at the consumer level guarantee a lengthy (years long) buying holiday while the massive build up of corporate debt (to buy back their own fluffed up stock) guarantees savaged profits even if rates don't fly (and they have to fly).

There will be time enough to buy the survivors on the back side of this evolving bear market and I suspect there will be many surprises with respect to the companies that don't survive.

Best, Earlie
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext