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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: limtex who wrote (114569)2/27/2002 7:08:30 AM
From: Dexter Lives On  Read Replies (1) | Respond to of 152472
 
You should hire an advisor - you've been scrambling around this thread like a chicken with its head cut off calling for the end of the Qworld for the last few months. Or were you just trying to talk the stock down to a more suitable entry point for yourself?

Too bad you bought back in at a very high level. BTW please keep your condescension to yourself.



To: limtex who wrote (114569)2/27/2002 10:32:07 AM
From: Jim Willie CB  Read Replies (2) | Respond to of 152472
 
ended gold carry trade + zero real rates ==> natural resources

two welldone articles from Zeal Intelligence:
www.zealllc.com/commentary/goldcarry.htm
www.zealllc.com/commentary/realgold.htm

first explains gold carry trade, now done dead gone kaput
that suppressed gold prices as central banks lent out their gold to bullion bankers for a mere 1-2% in order to stifle gold investments, and thus invite a paperchase stock bubble
they essentially enabled the gold market to "look" as if it had twice as much gold in supply, as both bankers showed gold on their books, and central bankers also showed the same gold on their books (as loans)
that is done dead gone now, so the lid suppressing gold has been removed

second explains how real rates of interest are now zero, thus encouraging a counter move widely into real assets, natural resources, and away from paperchase stocks
rates of return for stock equity should be small for a while
rates of return for debt are miserable now
that leaves the old standby remaining: hard assets
and some like gold and silver have already responded

by "old standby" I refer to the last 3000 years
the New Economy has not yet displaced investment
only added a rollercoaster to it in the form of paper fraud

very interesting stuff
/ jim