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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.13+1.1%3:59 PM EST
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To: JMD who wrote (7433)1/22/1998 6:18:00 PM
From: John Hayman  Read Replies (1) of 152472
 
Mike,
( Off topic, Asia )
An interesting article in Forbes, Jan. 26 by David Roche: he states that it is the Japanese government bond that is going to get us all in the end. He feels you should short Japanese gov. bonds and put the proceeds into US Treasurys. He sees the yield on the 30-yr. bond dropping from 6% to 5% over the next couple years....a 20% return.
His whole idea here is world DEflation. I haven't gone into the rationale here, but that is the gist of the article.
Since Ramsey started this asia thing I have been checking things out, and my conclusion is we haven't heard the worst yet. Ramsey may be right, he could look like a genius after it is all over! I am sitting on more cash now than I ever have....but, who knows? The main question is the Q, where from here? Also, try Bud, Good luck all, John
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