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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: menanna who wrote (42725)12/8/2003 3:04:41 AM
From: EL KABONG!!!  Read Replies (1) of 74559
 
Annamaria,

You probably won't like the answer, but simple as it sounds, there just isn't any one site or analyst that has all of the answers (or analyses) for all of the world's problems. That is why we as investors must read from a variety of resources to merely scratch the surface of the problems for potential answers.

Who do I like or prefer in the way of analyzing global problems and proffering some possible answers?

Stephen Roach offers a fairly broad and accurate perspective almost daily. Andy Xie offers good coverage of Hong Kong, and most of southeast Asia. Both of these gentlemen write for Morgan Stanley.

Marc Faber is also an excellent source for spotting world trends and matching those trends with specific investments.

Jay Chen will periodically post releases from Stratfor, but Stratfor does have leanings toward the USA perspective. Nonetheless, their factual coverage is excellent, and the assumptions they draw from those facts provide much food for thought.

Regarding market news, Yahoo!, CBSMarketWatch, The Wall Street Journal, TheStreet.com and Bloomberg all provide excellent factual coverage, and (other than Yahoo!) all also have their own columnists that provide reasonable conjecture regarding market direction and trends/events that may impact the markets.

For the straight down analysis of stocks in the USA, Standard & Poors, Value Line and Morningstar all offer coverage and affordable analysis of most major stocks traded in US markets, and also provide some limited analysis of foreign markets. Morningstar also offers excellent coverage of most mutual funds.

Hope this helps somewhat. I'm sure others on the thread can also assist with some names and sources.

KJC
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