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Strategies & Market Trends : The Residential Real Estate Crash Index

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To: nextrade! who wrote (17037)2/9/2004 10:19:26 PM
From: Lizzie Tudor of 306849
 
no not a permabear but definitely a bear on the US economy and dollar! I'm trying to find stocks that are paradigm shift kindof things, not as dependent on a strong US economy (Linux).

I agree completely with that editorial from Steven Roach. No meaningful recovery for 5 years or something if even then, and wage deflation for years. Just like Germany post unification, thats what I'm thinking. Too much capital leaving the country.
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