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 : Formerly About Applied Materials
AMAT 242.41+5.0%Nov 25 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Pink Minion who wrote (50194)8/5/2001 3:56:04 AM
From: Jacob Snyder  Read Replies (2) of 70976
 
I read that article, it's been reposted in about 97 places on SI in the last few days, and he makes some good points.......but I'm sceptical of someone who says they are buying Compaq.....and Xerox.......and lumber......lumber?

And he likes emerging-market stocks and bonds, which is odd, given he thinks (as I do) that consumption in the U.S. has to come down a lot, and stay down, maintaining a positive savings rate long enough to get consumers deleveraged. If that happens, who are all those export-dependant emerging markets going to sell to? Japan? The U.S. (and Japan and Europe) will have a recession, and the emerging markets will have depressions and social/ethnic/military chaos, 100 potential Indonesias and Congos.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News