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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (53400)	6/8/2000 2:29:00 PM
From: Box-By-The-Riviera™	Respond to of 99985

well put it this way...where you zero-ed in.... if domestic demand will "finally" rise in Japan (perhaps indicated by the forthcoming GDP number) that would take some of the bite out of a drop in demand by the US... the worst case being....Japan remains at status quo...no loss no gain... The latin story south of the US, by all accounts,has been reasonable.... and some of that might be offset on the downside say...by increased eurozone investments etc...I.e. the Spanish are very active...particuarly in banking and internet related ventures as well as others.... It's all a bit tenuous on how the world economic thread can be held together during a demand drop by the us...but then again....isn't that what appears to be taking place as we speak...that everyone is getting ready for the US to take its back seat for a few months or say 18 months if that's were the recession takes us (if there is one <g>)....... if any of this is true....well then you are in the front seat watching it come together perhaps for the first time in world economic history.... no one, i would think, wants another Asian crisis of any kind to emerge as all of the valuation questions work themselves out to some mean number.... it's an early theory...but the signs keep showing up that it is worth keeping in mind....unrefined as it might be... I think Heinz/Heim could paint something rather quickly if they wanted....to give the picture more boundries, more clarity, more perspective as they say in the art world. regards J