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Politics : Ask Michael Burke
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To: yard_man who wrote (24967)12/8/1997 12:27:00 PM
From: Knighty Tin  Read Replies (2) of 132070
 
Barry, I am still long EWM and added some lower during my hiatus from computer-ville. I think most of the SE Asian businesses will come back because they are export businesses. And they will take it out of American companies operating with a currency monkey on their backs. I believe that the impact of Asian problems will be felt in corporate eps in the US, much more than is currently anticipated. Also, I think the crisis will eventually cause the Fed to lower rates to clip the dollar's wings a bit, which will make for more asset inflation. All this bubble economy needs is even lower rates for even easier credit to build even more glutty capacity. MB
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