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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who started this subject2/5/2002 6:25:05 PM
From: exp  Read Replies (1) of 99280
 
What I REALLY worry about: 1)Japan 2)JPM 3)Deflation (below)
(1) Japan - if Japan has a full-blown depression, then at a MINIMUM world economic growth (developed countries) will be anemic and there will be a MASSIVE repatriation of Japanese investments from US equity and bond markets
(2) JP Morgan is the Largest Derivatives House - if they cannot hedge properly any longer, then at a MINIMUM world financial system is at ENORMOUS RISK
(3) Deflation - if Japanese deflation manages to get exported to other developed countries, US & Europe will face an almost INTRACTABLE economic problems
DISCLAIMER: these three are the worst-case scenarios, so not very likely BUT increasingly POSSIBLE
This is a repeat post as I would love to hear the opinions of other posters.
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