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To: BigBull who wrote (54710)	11/14/1999 2:27:00 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 95453

Big: You may want to listen to the latest conference call of investment manager Don Coxe. Updated every Friday jonesheward.com Coxe has been arguing (along with many others) that the primary cause of the big rally in US financial assets is a huge influx of foreign money driven by the perception that the US is more Y2K compliant than most other countries. He also argues (correctly I think) that commodity related stocks are lagging now because of a perception that Y2K could hurt growth in emerging markets next year. But he does not expect the lag to last very long and neither do I. Of course the downside here is that US financial assets could drop sharply once this influx of foreign money tapers off -- probably in January.