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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST

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To: Boplicity who wrote (57471)8/11/1998 9:30:00 AM
From: Mohan Marette  Read Replies (2) of 176387
 
Funds flow to the U.S markets? This is what I am thinking.

Greg:

There is indication that money is flowing into the U.S markets from these battered Asian countries and Japan as indicated by the U.S Treasuries this morning. Investors with money in these parts will have no incentive or reason to stay in their respective markets or even in their banks under the circumstance. Japan may act at the 'appropriate' time meaning they would try to prop up the Yen against the Dollar through their Treasury and or Central bank but I don't think investors have any confidence in the Japanese government taking any swift actions to stem the damage.Even if the Japanese intervene through the Treasury or the Central bank this will only be a temporary measure at best and will have little effect in the long run without addressing the structural problems the main problem being the huge non performing assets [aka bad loans] which is estimated to be in the range of 500 billion to a trillion dollars,the Savings and Loan fiasco that we had under the Regan administration pales compared to the Japanese.

So I am thinking that there is a good chance we will see funds flowing into our markets under these circumstances,first it will start with buying in U.S Treasuries and then moving on the equity markets.
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