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Politics : Ask Michael Burke
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To: Tommaso who wrote (94731)2/27/2002 8:03:44 PM
From: Joan Osland Graffius  Read Replies (1) of 132070
 
Tommaso,

If armageddon hits the Japanese markets and if I have a full position in JEQ - will just load up with the good old 4th third. <ggg>

I think is was Roach that had a write-up discussing where is the next bubble, i.e. capital flows and his first choice was Japan. He had good arguments that the US and Europe could not attract the next wave of capital flows. I do not know why he did not consider China, but maybe it will be a while until China can get their act together.

Joan
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