SI
SI
discoversearch

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.
Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: XBrit who wrote (21056)9/22/2000 8:38:03 PM
From: XBrit  Read Replies (1) | Respond to of 436258
 
great summary on systemic credit risks (from Motley Fool via BearForum). I like the analogy "the CLEC's are our next Thailand".

bearforum.com



To: XBrit who wrote (21056)9/22/2000 10:17:31 PM
From: Haim R. Branisteanu  Respond to of 436258
 
Julius, I hope they are right I am sitting on big bundle of DM's. Interest rates are also perking up to 3.75%

Haim



To: XBrit who wrote (21056)9/25/2000 10:01:36 AM
From: pater tenebrarum  Read Replies (1) | Respond to of 436258
 
yep...there are even more arguments which the author didn't cite. for instance the $350 bn. which US based entities borrowed in the Euro capital markets over the most recent 12 month period. this carry trade carries with it the seeds of its own reversal...the flow of interest payments alone is bound to eventually overwhelm the slowing capital export.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News