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Strategies & Market Trends : Asia Forum
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To: Zeev Hed who wrote (3438)5/9/1998 10:31:00 AM
From: Worswick  Read Replies (1) of 9980
 
Your analysis of the deflationary potential of the current situation is right on Zeev! Keep the thoughts coming.

Between times with 450,000 accounts being opened each month in Tokyo by CitiBank... think where this money is going to go?

WALL STREET! DERIVATIVES. US BOND FUNDS.

Think what $2-$3 trillion into our markets will do when current high end mutual fund cash flows are running $25 billion a month. We are thinking of 10X to 15X the current yearly in flow. In 1929 as the world sank Wall Street sucked in money from the moon.

... the question of the west floating the east is dependent upon, in the end, the Japanese seeking competitive financial returns in a world market in the short term. In the long term when the market is at 16,000 here...you might reasonably expect it to go to 20,000 in a self reinforcing blow off that sucks the liquidity of the world into the US markets,

This is all a debate on returns, ends, etc. What do you think my very smart man?

My best,

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