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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (22605)9/11/1997 8:45:00 PM
From: Sam Citron   of 132070
 
Mike,

Let's assume for now that you are right about our being near the peak of the tech cycle. How would you characterize the relationship between the "tech cycle" and the S&P500? Which would you expect to lead and which to lag? If US equity market were to take, say, a 20% hit, would you expect to find much safety in Thai or Indonesian equities?

Thanks!
SC
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