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Strategies & Market Trends : Asia Forum
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To: yard_man who wrote (1970)2/7/1998 12:26:00 PM
From: Tommaso  Read Replies (1) of 9980
 
As a person who had almost made up his mind to put money into the WEB for Malaysia the day before that market jumped 25%, and did not, I am inclined to listen to you. I also remain convinced of the drastic overvaluation of the U.S. market--and am resisting those who are trying to talk me into abandoning my position in BEARX, the fund that holds a diversified short position in high-tech US stocks.

Perhaps you have said else where, but might not mind repeating, your view of the Korean market. I did manage to get something into that before the most recent jump.

I was also into silver, mainly Pan American, PAASF, before the revelation of the Buffet silver position. Do you have any thoughts on silver or gold? Are citizens of countries with these huge devaluations likely to turn to these in addition to using the US dollar as a store of value?

Now I am going to check your postings for other ideas.
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