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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Raymond Duray who wrote (43702)12/20/2003 9:31:18 AM
From: Seeker of Truth  Read Replies (1) of 74559
 
I disagree that it's all one casino. During the period 1965 to about 1990 the Japanese stock market moved independently of the US market. For example the deep recession of 1980 thereabouts didn't affect Japan. Japan CAUGHT NO COLD. It was a glorious time to make money in Japan. 1991 to 2000 was a glorious time to make money in the US but not at all in Japan. I continue to believe that energy,gold,China and possibly other special situations will do well probably in the near future and certainly in the further future. As for the US economy deciding everything, day by day the US economy will get less and less decisive, IMO. I mean you can't increase the economy of huge nations like China and India faster than the US and still leave the US/rest-of-world ratio the same. You are too US centered.
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