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Regarding HIV treatment guidelines, they can change, and must as more is learned about the disease and as more products are approved. The people I spoke to include people at drug companies and sellside analysts and my auto mechanic. Jan 2 could be a wild day on wallst. Some $ mgrs I speak to are dying to sell stocks, but haven't due to tax issues. On 1/2, they can do it and not pay taxes for a year. yet, in the small cap area, there are compelling values, even outside of techland. Regarding the far east, (and Cafe Japengo), where I hope you will take me - I find it difficult to believe that problems that were years in the making are being solved in a matter of a few weeks, which in effect, is what the "market" is saying. The world is jubulant in that Korean loans are being rolled over till the end of January. Is this good news? All it means is that Korea doesn't have a pot to piss in. If I were emperor of the US, I would not bail out any of these nations without something in return - trade Phillipine gold/copper mines, Korean women (they're awesome, but schizo - Clinton would go for that), or wicker patio furniture from Malaysia - the US has been the world's policeman and nursemaid for too long. |
