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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (6948)	1/31/2002 8:09:30 AM
From: russwinter	Read Replies (1) \| Respond to of 36161

I find this Morgan Stanley piece (Bubbles and Strong USD policy) revealing. The writer correctly describes the massive global capital maladjustments caused by the USD dollar and financial asset bubble. But rather than allowing the markets to clear naturally, he proposes (read 5) creating a new or "substitute" bubble in Japan. This is revealing in that it shows how the Keynesians that dominate Wall Street and central banks think. In other words it's all about papering over serious problems. Although their success in creating a new financial bubble in the "reformed " Japan might be problematic, the forward thinking investor would be wise to take a hard look now at Japanese stocks to cover his bet: morganstanley.com Steve Saville discusses big bottom for the Yen in March-April: speculative-investor.com