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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (7279)	8/16/2001 9:08:31 PM
From: westpacific	Read Replies (1) \| Respond to of 74559

Jay just ordered the book - 'The Coming Collapse of China', should be in anyday. Will report once done in the next week or so and give you my thoughts. All the best West

To: TobagoJack who wrote (7279)	8/16/2001 9:32:14 PM
From: Hawkmoon	Read Replies (1) \| Respond to of 74559

One aspect that I find important is that the US productivity held pretty strongly in the past quarter. Of course, we know that it's because there were so many lay offs of excess labor in US companies (fewer worker hours spent to produce a set amount of goods). European and Japanese companies don't have such a luxury, and as their economies slow, their productivity will decline (or be "manipulated"). Their companies will not be able to retrench and restructure sufficiently to attract investor dollars looking for increasing profit margins. In a nutshell, that's one of the major paradigms that lead me to believe the US will lead the world out of this downturn once some of the excesses are wrung out. Hawk