Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (47299)	4/4/2002 11:47:24 PM
From: Jdaasoc	Respond to of 99280

agreed that gold goes up if either fiscal and foriegn policy leadership position of US doesn't hold up. I just don't see the Chinese, trade balance or military, being all over our asses as close as 2003.

To: Zeev Hed who wrote (47299)	4/5/2002 7:49:13 AM
From: Crimson Ghost	Read Replies (1) \| Respond to of 99280

Zeev: With the dollar set to plunge big time at some point, people should be thinking carefully about the investment implications of such a drop. Obviously good for gold, but also would be very bullish for dollar based investors in international funds, the profits of US multinationals, and US industries facing foreign competition. On the negative side of the ledger, inflation and interest rates would soar, interest-sensitive stocks would be crushed, and foreign capital probably would flee US markets. Looking beyond the big sectoral gainers and losers, it is an open question whether the NET impact would be bullish or bearish for US stocks as an asset class.