Silicon Investor (SI) -- The First Internet Community

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.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (7967)	8/5/1999 6:31:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78826

Lots of values out there now. The question is what will become cheaper still if Jim is right and the market continues to crash and burn. Unfortunately most people invest in a cookbook approach if the trend is for interest rates to rise they will bury the financial institutions including home and home related and manufacturing housing. see pier one today? Don't forget few money managers and margin investors were around in '68 and '74. For myself I believe monetary inflation has expressed itself in securities and property and I am not sure I want to be holding cash for any length of time but I sure don't want bonds. The internet is here to grow and stay. I think the companies that are dominant but use the internet to cut costs will be the primary beneficiaries. The losers will be the ones that have proprietary products that will turn into commodity ones because of the internet. A lot of specialty retailers may fall into that category.