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 : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (18636)	5/4/2002 4:29:44 AM
From: elmatador	Read Replies (2) \| Respond to of 74559

<<Where does Europe stand in this entire big picture scenario?>> What a question! Euros have done what they should: create the Euro. Now in two years Sweden, UK and Denmark will be joining. In about five years DMs, Liras and French Franks will be part of the history books. About the same time, i.e., in about four years, Czech Republic, Slovakia, Poland, Slovenia and Hungary will be part of the EU. Lots of infrastructure projects going on to keep Euroland's industry humming along. The Euro countries had, initially, earmarked €1 trillion, for the Eastern push, but plan to increase or have already done so. Euroland at that size will be a credible contender for the US. Hence the script for the next five years is already written. The US and Japan are a different story. Japan having exhausted its rollover strategy of exporting industry, can only hope not be 'Argentinized'. And keep wondering what is going to be of Japan once China 'arrives'? The US can't do the same Euro countries. Well, George Bush Sr. had an idea of creating an economic might that would encompass from Alaska to Tierra del Fuego, but the US and those South Americans don't have what it takes to make it happen.

To: smolejv@gmx.net who wrote (18636)	5/4/2002 5:53:10 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hi DJ, <<And carry a big Bible>> Forgive me DJ, for I cannot imagine how I could have forgotten. Perhaps what took place in Venezuela shook my faith in the democratic process, especially that part which forms a concatenated subset of interests with oil. I believe the US administration cheered, and cheered on for the overthrow of a democratically elected rogue administration, and now will destabilize same again via proxy Columbians ala Laos/Cambodia Part II. Or maybe it was the abandonment of Argentina as they had completed their wealth forfeiting service to a currency block. I must be aging, or I am cynical before my time. <<US is cleaning up Philippines (at least that’s what I heard) and you can go snorkeling&diving for the rest of your days>> You heard wrong. Philippines pacification will require the services of mucho troops living in jungles while the infestations switch to living in cities or simply melt away, and will necessitate mass migration out of the infested islands. Since neither will likely happen nor be sustained for beyond 30 years, the place will not be safe for S&D for a long time. The solution in the Philippines is self-rule. My bet is still that Indonesia will be co-opted to split itself into 200 countries, else to ‘Islamically’ dangerous. That leaves S&D safe only in certain parts of Malaysia and Thailand, and perhaps Maldives (all Moslem but peaceful country). <<In any case, the hatches are battened down, all the animals aboard, Noah can push off ... (well, lemme check again;)>> … but DJ, the ocean of funding is being poisoned and drained, at the same time, and thus the remaining pool of water gets more potently toxic … making the journey perhaps not wise. Better to slaughter the animals by turning them into gold or trading salt so that they will not have to die on a harsh journey;0/ <<except for ECB, saying business as usual and the usual suspects (danger of high wage increases in Germany, unsettled labour market conditions etc) are to be arrested>> Excellent, so not all have lost their senses. Sounds like Euro deserves a vote from international investor electorates, though the Le Pen guy sounds suspiciously like the same beast that emerged from Europe a few dozen years ago. I am sure the Pandora’s box is full of the same beasts. There is simply no sure bets anymore. I may trade my CHF positions a bit on Monday if I can figure out what to trade it in exchange for. Life is getting so very globalized, complicated, and thus dangerous, where not taking a position is taking a position. A game where most will lose, none can quit, and all will die from. What fun. Chugs, Jay