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.
Gold/Mining/Energy : Gold Price Monitor -- Ignore unavailable to you. Want to Upgrade?


To: Crimson Ghost who wrote (6061)1/16/1998 8:02:00 AM
From: Bobby Yellin  Read Replies (2) | Respond to of 116782
 
Hi George:
do you mind sharing your views about latest Japanese announcement?
Also do you mind sharing what some of your mistakes were? I
have a feeling that they were based on fundamentals rather than
how this momentum driven global market works..
What did you think of the Mobius article? Was so pleased that he
said what he said..finally a big hitter saying the emperor has no
clothes..
take care
bobby



To: Crimson Ghost who wrote (6061)1/16/1998 9:09:00 AM
From: Dwight Taylor  Read Replies (1) | Respond to of 116782
 
George--the POG pegged to Asia appears to be right on this AM. What % of the movement in the POG would you attribute to the $US/yen exchange?



To: Crimson Ghost who wrote (6061)1/16/1998 11:02:00 AM
From: Crimson Ghost  Respond to of 116782
 
The rebound in the Asian markets if it continues will not be bullish for the U.S. stock market, although it will help some comapnies.

Asian rebound implies higher bond yields, a cheaper dollar, and a reversal of the huge capital inflows that have powered U.S. markets of late.

Asian markets and U.S. markets moved in opposite directions last year and this will continue in 1998.