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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Percival 917 who wrote (34597)11/12/2000 11:48:18 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> Is anyone concerned that foreign investment in the USA may well drop considerably depending on how the final results of our election here is perceived? And how that might affect the markets?

Surely that's a rhetorical question, Joel. Anyone with a chunk of change in the market is concerned about... anything that might affect it. But, probably due to the assumption that we will have a President chosen by the time one is needed in January, we've managed to avoid getting caught up in the recent news from Florida. Do you remember the Rules for Playing the Gorilla Game (pg. 181 of tfm)?

Rule 10: Most news has nothing to do with the gorilla game. Learn to ignore it.

>> I am concerned not only of the effect on new money coming in slowing down, but the potential of old money being pulled out until things settle again.

I guess we figure that things will "settle again" in a short time relative to our investment windows.

>> Just a little bit of paranoia creeping in.

A lot of that going around, but it's extremely counterproductive. Maybe you should spend more time in quiet neighborhoods <gg>.

uf



To: Percival 917 who wrote (34597)11/12/2000 1:16:29 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Joel,

Good to see you gradually appearing more often in the thread. The next time I visit relatives in Chatanooga I'll be sure to look you up.

As much as I understand your concern about international investments in the U. S. economy, I really don't pay any attention to it. The reason is that the Gorillas (the companies) will tend to prosper over the long term more than most if not all other kinds of companies regardless of the economic or investment climates that take shape over relatively short periods of time. I truly believe that investors should focus on product adoption more than anything else. But as you know, that thought comes from the computer of a die-hard, card-carrying Gorilla Gamer.

--Mike Buckley



To: Percival 917 who wrote (34597)11/12/2000 5:31:39 PM
From: gingersreisse  Read Replies (1) | Respond to of 54805
 
Is anyone concerned that foreign investment in the USA may well drop considerably depending on how the final results of our election here is perceived? And how that might affect the markets?

NPR had a discussion with Sylvia Poggioli the Rome based correspondent on European reaction to the US election. She said many Europeans now recognize they cannot duplicate US technology, which is far ahead of theirs. The scope of American technology (and its wealth effect) has drawn scientists from all over the world to stake their claim on the future.

Perhaps this is a Roman view and Helsinki or Stockholm would differ, but it may be close to the mark.

GSR