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Strategies & Market Trends : SiliconInvestor All Stars Forum

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To: John Vosilla who wrote (1428)	10/10/2007 8:59:51 PM
From: SouthFloridaGuy	Read Replies (3) of 1718

I haven't asked Mish because he banned me from this thread. As far as Dow 1k, well maybe if there is nuclear holocaust. It remains to be seen how the US markets react to this bifurcated global economy. The global decoupling theory is holding very true right now. It's hard to ignore. BRIC countries may only be 15-20% or so of global GDP, but with an average real growth rate of 8%, that contributes 150 basis points to real global GDP. In short, global GDP is 4% EVEN WITH THE U.S. stagnating. And as a result of problems in Japan and the U.S. and generally low rates in Europe as well, global real rates are barely 2%. This is an unbelievable backdrop for international stocks that have diversified global business lines. Eventually it becomes inflationary, but right now it's inflationary for assets.

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