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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Mark Adams who wrote (235197)4/12/2003 8:35:12 PM
From: Joan Osland Graffius  Read Replies (2) of 436258
 
Mark,

Thanks, I will download the report.

LOL, I love it. These guys are 3 years late with their recommendations.

It is scary with the foreign holdings of our debt paper. If they all try and get out the door at one time things could get interesting. Greenspan can not print enough dollars to absorb the sales without inflation of 20% per day. <g>

I do not know what they mean by European bonds. I am planning on buying Norwegian government bonds when oil looks like it has bottomed because the currency trades relative to the commodity. I also think Austria government bonds are a place to put some money. The government has put incentives in place for the population to save which will create investment capital. Austral is the gateway to eastern Europe which should become the low cost producers for the Euro Zone. I agree with holding New Zealand, Australia and Canadian government bonds.

I agree with their recommendation on commodities and gold stocks, but one should have been buying these in 2001 not 2003. I suppose better late than never. <g>

As far as US stocks I own a couple of food company stocks that do business in low cost producing countries and sell into southeast asia. Also own some biotech - casino money. Every time I think a US corporation looks cheap and start digging, the companies are up to their ears in debt and loads of pension problems.

Mark Mobius likes South Africa, Korea and China right now and is negative on Venezuela, Colombia, Peru and Ecuador at the moment. Mark travels to these places and IMO knows more about emerging markets than 99.99999999% of the folks on wall street.
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