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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: marc ultra who wrote (5343)5/25/1999 10:44:00 AM
From: Justa Werkenstiff  Read Replies (2) of 15132
 
Marc: Re: "I would guess if we get some half assed rally into June and the monthly statistics from May don't show fundamental improvement we could be looking at this ballyhooed inflection point in early June."

The trigger for a correction or bear will be inflation fears IMO. This would cause a real problem. The emerging markets are being supported by our economy still as has been seen last week in Brazil and Argentina trading. The Fed. will be between a rock and a hard place. But for the emerging economies, this would not be a problem. Give it a 25 basis point turn and wait. But the emerging economies and markets might buckle. Tough call.

Re: "I think the recent action shows what will happen to even "raging buy sectors" like semi capex if we head into a bear market where multiple contraction will take no prisoners in high growth areas."

Agreed. As Brinker has said, you can't hide from a bear in most stocks.
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