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Strategies & Market Trends : Asia Forum
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To: Thomas Haegin who wrote (834)1/14/1998 4:55:00 PM
From: Worswick  Read Replies (1) of 9980
 
Tomas in general I agree with you about Moody's et all negative words causing a real hit in these markets right now. You are also right about looking at the "credit watch" for coming clues.

At that I was perplexed in the conference call at the equivocating and the surprised tones of the panelists. They seemed as surpised as anyone else on the ski jump. This tone...in regard to the institutional investors outrage and anger. After all who was it who had taken the gas pipe and inhaled carbon monoxide? The institutional investor.

Typically, there are few reporting requirements of our American insurance companies as to "damaged" assets. IMHO. "They" will bury the deteriroated/deteriorating paper in their portfolios. Nuclear waste. But in these companies the guy who bought this stuff will always be referred to as, "Hey, there he is. Look at him. Ask John.(heh, heh) He bought two hundred million worth of Indonesian wallpaper."

I am glad that Mobius looks at bonds. I am glad that you are a follower of Mobius.
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