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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (28843)	9/16/1999 6:35:00 AM
From: IQBAL LATIF	Respond to of 50167

<<But KO and G are having some problems (and they're still trading at high multiples compared to there future growth estimates . >> May be it is changing nature of economy and new demands of global finance associated with 'coward' capital that Mr Buffet needs to adjust too. He many not be able to understand 'values' as the new paradigmers develop them, however the fact remains that we have to be very nimble in this environment, I see yen strengthening to 100 or 95 beofre it rebounds as such we will have to be prepared for the short term negatives on stock market in US, experts believe that AG will raise rates one more time and market thinks that asset inflation is now capped in US as fed would handle market with its invisible hand, so they are deserting US assets running into ASEA, that does not serve them well as strengthening Yen leads to pressure on Nikkei, so the only solution i see that we need Yen in a 118-122 band and Nikkei to flourish, $ weakness alone against yen will not bring inflation, it is neutralised by $ strength against Euro and ASEAN Chinese currencies, in short term it takes some time to sink but since this whole phenomenon is not a global meltdown or resulting from flawed US economic policies, the cure will be volatile and markets would be ripe for a double play, they will move between supports in US, like 1308 SPZ to 1300-1298 area all this area is in play which looked quite distant just post CPI yesterday...