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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (4981)10/24/2001 4:14:07 PM
From: marcos  Read Replies (1) | Respond to of 33421
 
Here's a poster who's spent time in Argentina fairly recently - #reply-16283061 ... might have posts upthread here too ... [edit] - yes - #reply-16506512

Uh-huh - 'Argentino Cavallo, en misión secreta en EEUU ... justo cuando el gobierno busca fondos para financiar una reestructuración voluntaria de deuda que aleje al país de un incumplimiento de pago ... El funcionario partió el lunes por la noche hacia Nueva York en misión secreta. '
ar.news.yahoo.com

I agree wholeheartedly with David above - Jay Chen is the one to ask about China ... he's taking a little time off SI at the moment ... as of very recently he wasn't very enthusiastic about equities anywhere right now, let alone chinese/HK equity ... sort of guy who changes his mind for well-thought reasons though, it would be interesting to see any turn he called in realtime



To: John Pitera who wrote (4981)10/26/2001 3:09:51 PM
From: smolejv@gmx.net  Respond to of 33421
 
Argentina would be a good target for some more fanciful securitization, I guess - US is more or less 'well done' by now (see JPM&co).

with tongue in cheek

dj


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