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

To: mishedlo who wrote (8104)	2/14/2004 11:53:15 AM
From: Haim R. Branisteanu	Respond to of 110194

Contrary to many "forcaster" predicting the huge US boom I think that having a well balanced portfolio of FX, international stocks indexes and bonds you may be safer than just holding cash. I would lighten up on US stocks and build some cash and diversify in South America Russia stock indices with low P/E. Would even venture to India before the world will discover this part of the world

To: mishedlo who wrote (8104)	2/14/2004 12:31:24 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

I like to read Mauldin, but here's another example of old playbook thinking. They are navigating icebergs while the radar indicates a hurricane is bearing down on them. These guys have little or no comprehension of the enormous global resource shortages, input goods cost pressure, and crack-up boom speculation that is erupting as a result of US generated credit excess demand/maladjustments. I doubt if they have EVER even looked at an LME inventory report, or ocean freight index. Personally I doubt if they've even looked at a three month price change in steel, lumber, copper, and industrial chemicals, let alone soybeans.