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

To: Stock Farmer who wrote (43721)	6/21/2001 9:16:03 AM
From: elmatador	Read Replies (2) \| Respond to of 54805

About HUGE geopolitical facts: 1) The dollar is a a safe heaven for capital flying out uncertainties. When things get tough out there, money flows into the US. As the opportunities get better this capital flows out of the US. Asian/Russian melt down contributed to a positive inflow. 2) The increase in oil prices should have signaled that the bubble was about to burst. High oil prices are no more no less than a tax in every (economic active) citizen of the planet. Since every economic active citizen of the planet depend on fossil fuels. 3) Just last week Europe has kicked in high gear the European enlargement. Economic activity slowing down, new countries are brought in. Europe has always had this reserve market that is just kept there when needed. Slowly as Europe economies matured, new countries were brought in the European Union. The economic activity just starts proving to be slowing down and immediately this reserve market is brought to the forefront. Enlargement of the European Union just provides the market for good and services. European Union has 1 trillion Euros earmarked for infrastructure investment. 4) The Republican administration is trying to create its own reserve market: expanding the NAFTA southwards so that countries today outside the mainstream economy start implementing sound economic policies to participate in the globalization of the markets. Those geopolitical facts are much more important and have much more economic impact than that of any CEO of any individual company can have. Yet, there is much more people watching Roth and Chambers than paying attention to these facts. But they are there. Ignore it at your own peril.

To: Stock Farmer who wrote (43721)	6/21/2001 11:10:43 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

John, siliconinvestor.com Actually, this graph even more refutes your "let's look at global picture" thesis. It shows that company stock prices depend a lot more on the company's results than on the "macro picture". At least that's what I see when I look at ATHM, AOL and your unreferenced MSFT graphs. Neither of the three correlate with the late NASDAQ bubble and crash. You would see that even more if you looked at non-tech stocks. Some of them were very profitable last year. Jurgis - Bought and sold ANF last year