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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?


To: GraceZ who wrote (558)4/30/2003 12:10:02 PM
From: LLCF  Read Replies (1) | Respond to of 4912
 
<If what I said is wrong, take the inverse of that statement and explain how it would work:

"Those dollars get invested back here because the individuals in charge of deciding what to do with their dollars decide not to put them to work in US securities.">>

LOL... no you miss the point!

NO ONE IS IN CHARGE!

DAK

PS... it looks like those who are supposed to be in charge may have bells going off in their main offices:

quotes.ino.com

Q: HEY, WHERE'S BOB???

A: "He's in Monte Carlo for the race, went early"

formula-one-tickets-online.com



To: GraceZ who wrote (558)4/30/2003 12:11:11 PM
From: Wyätt Gwyön  Read Replies (2) | Respond to of 4912
 
It must have been truly devastating for them to earn double digit returns in the stock market all those years....and double digit returns in the bond market for the last twenty or so ...as well as the currency kicker

this type of argument rests on simplistic chart gazing, without considering the actual behavior of market participants. foreign investors, like US retail investors, were hesitant when US assets were cheap, but bought in big at the top. retail investors would've done better in bills for the whole of the 1990s than they did in mutual funds. similarly, foreign investors did not really crowd into dollar assets until they became severely overpriced.

and now they are piling into one of the worst asset classes on the planet at a huge cycle peak. it'd be hard to come up with a worse allocation scenario if one tried.