Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: bobby beara who wrote (9539)	11/12/1997 3:16:00 AM
From: IQBAL LATIF	Read Replies (2) of 94695

BK is first of all good guys- How are you doing Bob? We have not seen much of you lately- do you remeber our bearish discussions back in May June- so may be be this your forecasts coming true- I just don't think so Bob I am witnessing a loosing momentum in bonds flight to quality- and with packages coming out soon we expect markets in Japan to respond- Japan problems are gorced mangement of domestic demand they have capacity and funds to unleash the economic forces strangulated so far- HSI problems are property related 60% of their market cap relates to property and I can see selling into strenght but ione fine note is lack of speculators to bring the currency down- Thai Korea and Taiwan have been pretty listless last night- Saddam for me is history and what I see is Europe coming out of its worst recession since 90's- UK France and Germany amongst OECD countries have a renewed vigour. Bob don't you worry about INTC it will come back for me. Have a good time and keep in touch.

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