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Strategies & Market Trends : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?


To: Justa Werkenstiff who wrote (13346)11/3/2002 9:14:35 PM
From: 16yearcycle  Read Replies (1) | Respond to of 30712
 
That doesn't help me go to the side that a falling dollar will hurt. Maybe I have been around too long and saw too many decades of the dollar falling while equities rose. E goals were crushed q after q due to the relative attractiveness of our multinationals' goods overseas. This impact will be even greater now due to the much larger % of rev's coming from overseas than 30 years ago.
The short term ta is a different matter obviously.

Again, here I am rooting for a situation to evolve where equity prices are still(?) cheap and fundamentals are improving, but it may not happen they way i wish.



To: Justa Werkenstiff who wrote (13346)11/10/2002 11:42:06 PM
From: Softechie  Read Replies (1) | Respond to of 30712
 
I don't get why many analysts are afraid of Roach? He has been right so far...