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To: carranza2 who wrote (17347)	3/26/2002 6:34:58 PM
From: TobagoJack	Respond to of 74559

Hi carranza2, I am afraid of uncontrolled and unintended primary and secondary effects, thus my caution on portfolio. I have just made 50% payment to fund my part of a scheme to buy up all/most ground level shops around a major development in HK, deflation/devaluation dangers be forgotten, because, as Maurice mentioned, cash must move at some point, just not necessarily to stocks. I suspect, analog to your take on the equity market, short term deflation, long term wild a$$ inflation the likes we have never seen, ex-Brazil. Chugs, Jay