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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (4927)9/2/1998 12:01:00 AM
From: Ron Bower   of 78625
 
Jim and Paul,

I'll be the alarmist this time. I've been following Mexico, Latin and South America. You should catch up on the region if you haven't been. It's the next Asia, Russia. US and European bank and corporate exposure in Russia in miniscule compared to the exposure in this region.

The main media has been ignoring what's happening there in it's focus on Russia.

IMO - Today was a bounce only. The next freefall is developing.

JMHO,
Ron
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