Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Hawkmoon who wrote (1505)	8/15/2001 11:15:49 AM
From: TobagoJack	Read Replies (1) of 74559

Hi Ron, this post is in response to your post here ... Message 16109469 <<the US will feel the pain less than our competitors who have relied upon US markets for so long to subsidize their economy. Thus, we'll be the first to recover>> We should also consider the possibility that it is the US competitors who have been subsidizing the US economy and that given the relative height of valuations of both assets and currency, the fall may be less bearable in the USD denominated space. We should also consider the possibility of sudden shock of concurrent asset value depreciation and currency devaluation, and the resultant fear-induced pullout of credit by the offshore investors (inclusive of the US seeded and Japan funded hedge funds), causing a severe contraction of liquidity, thus simultaneously but impossibly requiring the FED to lower rate and increase rate at the same time. Chugs, Jay P.S. My description of offshore investor still has some relevance Message 15061631

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