Novell (NOVL) dirt cheap, good buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Novell (NOVL) dirt cheap, good buy?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dwight vickers who wrote (21764)	4/24/1998 11:14:00 AM
From: Paul Fiondella	of 42771

(OFF TOPIC) Loose Monetary polices ft.com The above from Marcus Wolf. It deals with the liquidity pump that you have observed operating in Japan and the US. Japan is "printing money with ferocious abandon" $207 billion. Much of this BOJ money is getting recycled out of Japan into the US because the Japanese are not lending it back out or investing it domestically. 40% of US debt is held by foreigners. According to Wolf the US is helping with the pump---M3 "grew 9.9%" in the last year. Wolf expects a current accounts deficit in the US to cause the love affair with the $$$ to end and the money to then pull out later this year. I couldn't find anything to disagree with in his assessment. It makes good reading. ================= Yours waiting for the top with short term calls and long term puts, gold mutual funds, and cash---plenty of cash.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next