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Strategies & Market Trends : Classic TA Workplace -- Ignore unavailable to you. Want to Upgrade?

To: Mike M who wrote (19019)	11/2/2001 1:21:46 AM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 209892

<<and the more secure investments are...?>> Bonds in specific European government paper, ie, Swiss. BEGBX is an easy proxy for those. Renewable commodities, such as timberland LP's or REIT's. At this point in fact, I'd say Euro-denominated debt will easily outperform US-denominated over the next 24-48 months and more, due to likely currency outperformance, less deficit spending relative to the US, and lower costs increments related to "homeland defense" issues by government and business. These costs are absolutely necessary, IMO, but they act like a tax that we haven't had to bear throughout the 90's and for a long period the freedom from these costs provided us an incremental advantage over economies of other developed nations. Put simply, we've "spent" the peace dividend.