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

To: TobagoJack who wrote (10443)	9/29/2001 2:54:00 PM
From: LLCF	Respond to of 74559

Circle of life.... puffed up assets get marked down until someone is willing to buy [steal] them. A wise sage once said: "I wait until the money is lying right there on the floor, then I go pick it up." Now that the manic chasing of shares has ended, and the downturn is gaining momentum there will be plenty to pick up for those that can still bend over. I've got bushel baskets in the garage. DAK

To: TobagoJack who wrote (10443)	9/29/2001 7:28:31 PM
From: Ilaine	Read Replies (1) \| Respond to of 74559

Assuming, for the sake of discussion, that the economy was in the process of turning around, what stocks would you invest in?

To: TobagoJack who wrote (10443)	9/30/2001 2:06:11 AM
From: elmatador	Respond to of 74559

Brazil's Thriving Gray Market for the Greenback businessweek.com Governments are scrambling to get the disappearing tax payer to pay taxes. Hence all this hoopla of cracking down on money from the terorrists. The disappearing taxpayer May 29th 1997 From The Economist print edition economist.com

To: TobagoJack who wrote (10443)	9/30/2001 3:02:02 AM
From: elmatador	Respond to of 74559

Jay, the world have seen globalisation and openness and didn't like. Now what we see is full retreat. Seeking the "good" old days of closed markets, protectionism and controls. Opening markets, free movement of goods, and free flow of financial instruments is a good thing. Well, at least when its effects started being felt. Governments are losing tax revenue. And where once the wealthy could move to Monaco, today, the employee of Deutsche Telekom buys a plot of land in Florida to retire there. Elamatadores, have account in a couple of currencies in Isle of Man, is a private contractor whose money governments have a tough time taxing. Goods, once captive of established sales channels are now freely traded across borders in a thriving gray market. (See, please my postings 55747, 5548 and 5549 in CSCO Thread where I add to the debate that the gray market de-railed CSCO.) The Internet disseminate information and is a tool to seek the cheapest goods and services. The established economies and the ones who control the established economies do not want to lose this control. The Internet is THE Gray Market tool, par excelence. Telecommunications -once an expensive service out of the reach of the poor, now is everywhere and within reach of the overall population. Not to mention that the English language got a boost during globalisation. We can see analyse the aftermath of the attacks in the US as a government try to arrest -or at least put more control- the forces pulling towards more openness. Immigration under scrutiny, more 'security' as disguise for protectionism, more border control as disguise to difficult the flow of goods. More control over financial flows disguised of tracking terrorists' financial assets. But once the alcohol evaporates out of the bottle, there is no way you can liquefy it again and bottle it up and put the cork back. Because of that, I am now thinking of all the possibilities that will be opened for the gate crashers. The barbarians at the gate have to look how the gates are being constructed so that we can easily smash and break in. This is abracadabra on the making. We have to ask tough questions: Was HP-Compaq merge a result of gray market computers now that we can bolt a no-name computer like Indians do? Will CSCO ever rebound due to the amount of stuff out there? Will CSCO be in the dumps due to the fact that it can't fire people, being forever overmanned with people it can't sack? What all the HB1 visa guys who helped make the tech bubble, coming back to the subcontinent and SE Asia do? Would the cost of transacting with the US (due to the high-impedance being erected) will make a better case for increasing trade with Europe and Asia? Would there be resentment of people affected by the increased economic burden (post-attacks) and will not likely do business with the US? (Notice that, today, there is a feeling of: 'I am having a hangover because you partied last night') Lots of questions we have to put and answer them so that we could profit from the new status quo.