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To: Henry Volquardsen who wrote (16)	5/1/1998 10:06:00 PM
From: jlallen	Read Replies (1) \| Respond to of 3536

I don't know as this is really on topic, but I think now is the time to be buying real estate (not equities) in Thailand, Malaysia, etc. The real estate market has been hyperinflated. The excesses are incredible. See through offices and hotels abound. Someone has to take all that non-performing real estate off the governments hands. The fire sale will make our domestic FDIC induced fire sale in the mid eighties, early nineties look moderate by comparison. Wish I had about $100,000,000.00 to spend. JLA

To: Henry Volquardsen who wrote (16)	5/4/1998 9:18:00 AM
From: yard_man	Read Replies (2) \| Respond to of 3536

>>budgetary balance<< This appears to be a very temporary situation to me which is tied to current or even last quarters increased profitability. Do you think it is a long lasting phenomena? >>a growth spurt then Europe will suck in imports from the US so that will help our balance<< Europe has very high unemployment right now, very high taxes. Do you think that monetary union -- i.e. reducing each countries flexibility in terms of monetary policy is really going to increase consumption enough to have a material impact on our exports? Couple of more questions: 1) Aren't capital flows equivalent to the strength of the currency itself -- aren't we talking about the same thing? 2) Interesting point about services. Aren't these reflected in GDP as well? If so, how large are they as a percentage as opposed to goods? Appreciate your discussion. Thanks in advance.