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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 9:30 AM EST
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To: Jim Willie CB who wrote (6378)7/26/1998 5:04:00 PM
From: Peter Singleton  Read Replies (1) of 10921
 
Jim Willie,

could you expand on this comment?

<<

progress economically is predicated upon allowing inflation to
regenerate spending (not current hording), which in turn undermines JGB
bonds, which pricks the staggering, enormous, calamitous, unprecedented,
unspoken bond market bubble !!!!!>>

Assume I follow the Asian crisis somewhat, but don't know enough to understand your assumptions and your argument ...

Thanks.

Peter
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