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To: nextrade! who wrote (17037)2/9/2004 10:19:26 PM
From: Lizzie TudorRespond to of 306849
 
no not a permabear but definitely a bear on the US economy and dollar! I'm trying to find stocks that are paradigm shift kindof things, not as dependent on a strong US economy (Linux).

I agree completely with that editorial from Steven Roach. No meaningful recovery for 5 years or something if even then, and wage deflation for years. Just like Germany post unification, thats what I'm thinking. Too much capital leaving the country.



To: nextrade! who wrote (17037)2/10/2004 7:03:23 AM
From: Elroy JetsonRead Replies (1) | Respond to of 306849
 
You posted a very interesting chart, showing what percentage of their income Americans save.

1.) I wonder if any sharp-eyed economist types can spot the impact of the "Tax Reform Act of 1986" on the "Personal Savings Rate."

"Personal Savings Rate" research.stlouisfed.org

2.) Can anyone spot the impact of the "Tax Reform Act of 1986" on "Private Net Financial Investment."

"Private Net Financial Investment" home.pacbell.net

3.) Can anyone spot the impact of the "Tax Reform Act of 1986" on "Home Equity Percentage."

"Home Equity Percentage" home.pacbell.net

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Description of the 1986 Tax Act
worldhistory.com