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Pastimes : The Big Picture - Economics and Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sid Turtlman who wrote (420)11/17/1997 1:22:00 AM
From: Dwight E. Karlsen  Respond to of 686
 
Thanks, Sid. That's a perspective of the stock market that I hadn't thought of before -- sending signals to the business community. Very good "big picture" post. Interesting perspective.



To: Sid Turtlman who wrote (420)11/20/1997 2:40:00 AM
From: Barry Grossman  Read Replies (1) | Respond to of 686
 
Sid,

What do you think of the argument in the cover article in the current issue of The Economist which says "the excess-supply argument is mainly bunk"?

economist.com

Will the world slump?

Regards,

Barry



To: Sid Turtlman who wrote (420)11/22/1997 8:48:00 PM
From: Mark Nelson  Respond to of 686
 
<If the market is too high,
we get overinvestment; too low, we get underinvestment. >

Interesting, sort of like "the tail wagging the dog" isn't it?

<We had a rational way of allocating capital, and they didn't.>

I guess had would be the operative word here.
Don't get me wrong, I agree with you here. It's just that, these days, the allocation of capital seems, well, less than rational.

BWDIK?

Mark


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