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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (2270)	7/16/2002 9:22:11 AM
From: t2	Read Replies (2) \| Respond to of 89467

jw, We might be on the verge of a major selloff in bonds. This time, we might get the surge in stock prices from a weak dollar. To any international investors US Cash/Bonds should be considered worse than US stocks. Less correlation to the dollar. So what would domestic investors do to get out of some currency risk...I tend to believe multinational stocks are one place to put cash among many (including gold/international securities). Looking for another huge reversal again. Too many of those big dow companies have share buyback plans...and they also see better competitive position down the road in addition to higher profits from currencies near term. jmho. btw-short dollar currency trade is the best on a risk/reward basis as well as long gold... but I am now also looking to load up on industrials too.