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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: Boca_PETE who wrote (1387)	9/1/2001 8:14:44 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 10065

Warren Buffett has denied the reports attributed to him about the coming economic stagnation. However, it has to be kept in mind that in his 1999 Fortune interview, Buffett had forecast annualized returns of 4% to 6% for the markets over the next 17 years. He also says in that interview, that the economy will continue to chug along at a nice rate, growing at its historical 3% to 4% every year. It is the stock-markets that will disappoint. And btw, are you confusing Jeremy Siegel with Robert Schiller? The latter is the author of "Irrational Exuberance". While Siegel is not a big bull, I don't think he is all that bearish either.

To: Boca_PETE who wrote (1387)	9/3/2001 8:11:05 AM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 10065

Pete: Re: "The S&P500 and NASDAQ 100 are still richly priced in terms of historical PE ratios. Also, I'm very concerned about the potential impact on U.S. interest rates and equity prices and other international economies and markets by the possible coming implosion of the Japanese banking system. Also, corporations will not likely increase capital expenditures in an environment where capacity utilization is reportedly not lower than it was during the recession of the early 1990's." Bingo.