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Strategies & Market Trends : Coming Financial Collapse Moderated -- Ignore unavailable to you. Want to Upgrade?

To: westpacific who wrote (311)	6/25/2001 8:04:23 PM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 974

thanks. R. Russell published that in his letter today btw. and if you recall the debacle with Dell's option play against their program... if that proceeds.... they are essentially cashless.... and yet.... the running hasn't even begun in that issue.... where's the sell rec from wall street... forget junk bonds... junk balance sheet.

To: westpacific who wrote (311)	6/26/2001 3:48:37 PM
From: sea_biscuit	Respond to of 974

It's also clear that the Fed, if it had to make the choice, would prefer inflation to deflation. If we get into deflation, we are all going to be dead anyway. So, let's consider the scenario that we run into inflation. The investments that will do well are going to be pharmaceuticals, REITs, small-cap companies, especially the ones that are undervalued and possibly food and energy -- as far off from tech as one can imagine. Yet, the little guys are buying into the CSCOs and the Intels, hoping that they will double in the next 6 months! This is the opportunity for smart investors to separate themselves from the run-of-the-mill types.