SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?


To: j g cordes who wrote (11476)12/14/1997 7:33:00 PM
From: Zeev Hed  Read Replies (2) | Respond to of 18056
 
Jim: I only disagree with the end part of your scenario, I think that the world will count on us (and a little on Europe) to pull the Asian back from the abyss, by next June, there might be riots in Seoul, and it is our economy which will help, IMHO, pull the rest back up, not the other way around.

Zeev



To: j g cordes who wrote (11476)12/14/1997 8:23:00 PM
From: Bonnie Bear  Read Replies (2) | Respond to of 18056
 
Jim: an observation: 1) money moves into places where people want to live. For instance, the Bay area and Seattle became economic engines because people wanted to live there
2) businesses move where it's easier to make a profit-- low cost of living and manageable bureaucracy
2) stocks do best when growth is positive and interest rates are high and headed down.
So on a global scale we should see much of South America doing relatively well. (though this is priced into south american stock prices)
And I have seen several surveys of bank economists projecting U.S. interest rates to be headed up in 1998, agreeing with the Morgan guy.