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


To: energyplay who wrote (37669)9/1/2003 7:45:32 PM
From: TobagoJack  Read Replies (3) | Respond to of 74559
 
Hi EP, I agree with your views here with the possible exception of Japan, even though I have EWJ and may in fact buy more EWJ.

The Japan recovery, in the final analysis, could simply be a death burp energized by massive fiat, and panicked JGB bond holders. EWJ may simply be a trade, and not a LTBH ala 1945/1982. EWJ and Japan may tank when (in my view) and if (in your figuring) the US economy/markets take another tumble.

Chugs, Jay