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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (23994)10/25/1997 10:45:00 AM
From: Sid Turtlman  Read Replies (2) | Respond to of 132070
 
Earlie: You will like the interview in today's Barron's with an economist John Makin, about the "deflationary impluse" from the overcapacity, competitive devaluations, and collapsing domestic markets in Asia. He echoes what you and I have been saying, that the real threat to the US economy is a 1930's type deflation, with collapsing profits and investment.

The issue also has an interview with hedge fund guy Wm. Fleckenstein who bashes all the PC related tech stocks, especially INTC, MU, and GTW, and even (Sacrilege!) DELL and CPQ.



To: Earlie who wrote (23994)10/25/1997 1:03:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Earlie, Welcome back. Actually, I think Friday's "recovery" for the market was much more damaging than the earlier downswoops in the week. MB


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