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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (10621)	2/24/2002 11:41:34 PM
From: Bill Harmond	Read Replies (3) of 57684

Not unless productivity breaks or the dollar cracks. The real estate is a demographic thing. There just aren't enough houses when the boomers' kids are moving out. It's not a rush to hard assets as such, IMO. My guess is gold IS a rush of sorts among citizens of India/Pakistan, plus W's "axis" countries. I'd want to have dollars or gold if I thought JDAMS might be coming, or I worried about petrol. Another theory I have about gold is the underground currency exchange markets are getting wiped out. Only theories.

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