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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (929)	9/21/2003 9:36:25 PM
From: glenn_a	Respond to of 110194

Hi t2. US$ weakness has deeply systemic causes IMO. I would rather not be in US$ denominated assets right now period. And that includes US bonds. However, given the choice between US$ cash, US bonds, and US stocks, I'd take cash first (if I trusted the solvency of my bank), bonds second, and wouldn't go near stocks unless there was exceptional value vis-a-vis the underlying earnings power of the company. With a global financial system and economy on the verge of rupture, don't know too many companies that would fit this bill ... and that includes commodity-based companies. JM2C worth. Regards, Glenn