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: EL KABONG!!! who wrote (35641)	7/2/2003 3:33:53 AM
From: energyplay	Read Replies (2) \| Respond to of 74559

Good point. I think some of them get some exposure through the indexes, like S&P mid-cap 400. But I would not be surprised if 80% of European holdings were in the 150 top stocks. That would probably follow the 80:20 rule -the Paraeto thing. The other item is at some point the Europeans will stop selling, when they have reduce exposure to North America to levels they are comfortable with or need. If they need to be in software or pharmaceuticals, is tough to avoid the US. Then the question is - will there still be drive and liquidity to push up these stocks ? A few months from now, the market may become very dividend centric. Or maybe focused on earnings growth. Flip side, if it takes $1.25 or more to buy a Euro, US stocks may start to look very good to the Europeans...