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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: LLCF who wrote (28340)2/2/2003 3:27:34 AM
From: smolejv@gmx.net  Read Replies (1) of 74559
 
Hi DAK:

Thanks for the Ref - I put it on my 2read list.

Re "Is it Japan? or is it Argentina?" question, Id say it may turn out to be some yet-to-be-figured-out and enjoyed 3rd alternative, if not for anything else, then for the size of it (I have an inkling Jay said so somewhere some time ago;).

Your hint about lending power ...

Message 18514842

is still working its way through my gray cells...Should I understand it as "the amount of capital available (to get disposed of, to get destroyed -ng-) worldwide is limited"?

What about petrodollars (or - supplementary suggestion - worldwide oil reserves, present and future)?

RegZ

dj
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