VD's Model Portfolio & Discussion Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Vector1 who wrote (6302)	1/16/1999 4:14:00 AM
From: Rocketman	Read Replies (2) of 9719

Caught Abby Joseph Cohen's, Goldman Sachs stock guru economist, keynote speech at a conference in San Jose on CNBC today. Wow, what a great speaker. She explained the economy so clearly, even Mary Ann listened and was impressed with her. Basically, she sees the US as having such a small exposure to Brazil that it really doesn't have much real impact. Even all of S. America doesn't present that much of an impact. She made some other good points along the lines that most of the countries that had problems last year were suppliers to us and not buyers from us. She also went on to explain how the US exports have changed in the last 10 years or so from commodities that could be competed with by goods from other places to proprietary items that can only come from here. She went on to explain how the return on investment in the US is at record highs - which justifies the high stock prices, but how Japan for example has had a negative return on investment for the last decade - which justifies there low stock prices. She was very bullish looking ahead. I'd vote for her to replace Greenspan when he finally takes me up on my offer to buy him a fishing boat. Rman

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next