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.
Pastimes : Clown-Free Zone... sorry, no clowns allowed

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pater tenebrarum who wrote (49403)12/19/2000 8:32:42 PM
From: fedhead  Read Replies (1) of 436258
 
If the Banks (as evidenced ^BKX) doesn't collapse and moves
to new highs after the fed starts easing, would that cause you to alter your bearish stance. I agree the financial system is under a lot of stress but I have too much resspect
for Alan Greenspan and keep thinking that if anyone can
pull this off,9(avoid the Japan deflation scenario)he can.
One difference between Japan' capital investment boom and the US is that Japn's was focused on old economy industries and real estate whereas the US investment boom has focused on high tech spending where excess capacity can be eliminated quickly. I am not saying that we will return to
the 1000 % returns of tech stocks but more moderate returns
in the stock market could be achievable. I guess I am thinking a deeper than usual cyclical bear as opposed to a
secular bear.

Thanks
Anindo

Anindo
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext