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Strategies & Market Trends : SiliconInvestor All Stars Forum

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To: CapitalistHogg™ who wrote (1456)	10/11/2007 10:15:34 AM
From: SouthFloridaGuy	Read Replies (1) of 1718

StreetSmart, it's not about being a bull or bear, it's about being right. I'm neither a bull nor a bear, I am only trying to state the facts: The U.S. economy is slowing past stall speed Europe will be next Japan is a basket case Global Growth is unbelievable and BRIC et all are carrying the globe on their backs Interest Rates are incredibly low The conclusion is that domestically oriented stocks in the U.S. and Europe should be avoided while multi-nationals in these countries are effectively plays on the world. Companies like CSCO for instance derive a good portion of their revenue from abroad - as do RIMM, AAPL, etc. So what we have is a bifurcated stock market which will probably be more volatile but provide tremendous opportunity. I don't think this description paints me as a bear, just a stockpicker. I also think the Dow and Nasdaq go vertical here based on the above. So I'm definitely bullish on them!

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