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Technology Stocks : THQ,Inc. (THQI)
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To: Mr. Aloha who wrote (6158)6/19/1998 9:12:00 AM
From: Bleeker  Read Replies (1) of 14266
 
Your posts are plagued with mistakes. 1) Japan is NOT the #1 owner of
U.S. Treasuries. It's China, followed by the U.K. 2)The same Japan
bashing comments resurface periodically and the sources are often
Japanese officials, Mr. Yen and the Ministry of Finance, but in each
case it turns out to be fiction.

3) The price of oil never dropped to $10 barrel in the 1990s. 4) Japan
was the biggest foreign buyer of Treasuries in the 80s but scaled back
dramatically in the early 90s and increased its purchases again more
modestly in 1996 to be overtaken by China. The reason why REAL yields
have come down from the 80s is because there has been a secular
downtred in inflation. The drop in yields is underpinned by a drop in
the rate of of both consumer and commodities inflation.

5)Also, the U.S. has a budget surplus now which means it will issue
less bonds and decrease the supply of outstanding Treasuries, which
also underpins stable yields. These are secular (long term) trends. 6)
Commodity prices just don't shift if the fundamentals don't warrant a
shift and lower oil prices are not ONLY good for consumers. Oil is
used as an input in manufacturing; so is steel. So while the steel
producers feel the heat, auto builders have lower production costs
actually.

Aloha, you may actually see a very big rally in the global capital
markets on Monday following the Tokyo meetings. Oh by the way,
7)Barron's has been wrong with its outlook on U.S. stocks for the
last two and a half years.

Bleeker
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