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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (19069)	5/18/2002 2:23:49 AM
From: smolejv@gmx.net	Read Replies (1) \| Respond to of 74559

Hi Jay, just a little off-threading. A beautiful day here in Munich. The Canola has been a craze in Germany lately (Eu subsidies?) and there's fluorescent-yellow fields stretching left and right, intermixed with Chrome-green wheat and Japanese-dark-green fir forests. If you shut up yr mind and open up the ears, you may hear a lonely fly buzz by. It's 8:15 AM local, nobody awake except the newspaper man (proof my newspaper in the letterbox) Have promised myself to do some tax accounting first and then we'll bike with my wife to the near used-to-be airfield to watch kids play, their parents drink Weizen-beer and Spezi, airgliders soar and the grass grow. I feel the need to paint today. RegZ dj

To: TobagoJack who wrote (19069)	5/18/2002 3:15:08 AM
From: LKO	Read Replies (1) \| Respond to of 74559

Wonderful insights that distill some complicated issues. Can I ask you some clarifications to get you into even more trouble ?<G> (c) Full of very intelligent, high IQ, but hard to deal folks (un-PC observation: Silicon Valley crooks sports lots of Indian names); Any names from Silicon Valley crooks just to understand your line of thinking ? I am trying to learn how to be a crook, having missed the Savings&Loan opportunity, the dot-com opportunity, the telecom opportunity, the Energy-trading opportunity... I want to participate in the next coming "opportunity" :-) (l) The country is like the Philippines in government, old-USSR in weapons emphasis, China in population, Argentina in finance, Indonesia in Islam population, feudal Europe in caste system, Caribbean in weather and de-energizing heat, and Israel in security. I got most of it, but... Like Argentina in finance ? Why do you says so ? Because of the government owned mutual fund ? Even Taiwan does that...though they have a tad more financial depth. I thought they were a few orders of magnitude less accomplished than Argentinians in the financial arts. After all their inflation rate is less than 10% (ok ... govt statistics, make it twice that for real but certainly not Latin American proportions). You certainly missed some of stuff in your otherwise fine contrarian case. India does (like China) have a huge bank non-performing assets problem (govt cronies stole capital ?). They do have (like China? Or like former-China?) govt owned industrial dinosaurs sucking capital. Not sure when those chickens will come home to roost. They certainly have been late for USA, (and China and Japan in some aspects) <G>

To: TobagoJack who wrote (19069)	5/18/2002 11:46:27 AM
From: ild	Read Replies (1) \| Respond to of 74559

Jay, thanx for your reply. I've read a few articles by Marc Faber. Here is one link: ameinfo.com I liked him. I liked his idea that there are many investment opportunities outside US. In India I like the great potential, so I'm willing to risk some money. I've already bought a little of IGF and JFI. Another question: did you invest in Russia in 1998? I didn't, even though I'm originally from Russia. It was an opportunity to make over 2000%. finance.yahoo.com^MTMS&d=c&t=5y&l=on&z=b&q=l