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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: ig who wrote (24566)10/25/2002 10:21:06 PM
From: TobagoJack  Read Replies (1) of 74559
 
Hello IG, good to know that you drop by here on BBR every so often, though not often enough. On <<On a related matter, I thought of you when I read the following. I wonder if you might have a comment ...
Message 18155053 >>

I read the daily output of Bonner and his happy band of trouble-makers and sheet-stirrers every awful or dreadful day, and also every other frisky day. On the particular issue you linked, I doubt the change process will happen as quickly as some people imply, but none-the-less could surprise folks with its accelerating pace. The uncertainty of timing and of the interim details is what makes me watch these Message 18156091 and do this Message 18156903 .

As an investor, I believe there are plenty of US-based companies that are positioned or positioning for globalization which will see increased profitability, based on global brand name, planet-wide distribution, and China manufacturing, and especially so if they can retain international electorate following.

As an observer of crowds, I am concerned about political blowbacks and such.

Chugs, Jay
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