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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (19533)5/31/1998 2:43:00 AM
From: Investor-ex!  Respond to of 94695
 
robert,

Thanks very much for the detailed responses. I agree that, long term, Intel is an excellent holding. GM (and F and C) concerns me due to probable pricing competition from aggressive Asian exporters.

Yes, the US is nominally sitting on a nice big pile of relatively transparent, over-valued capital. It also has the largest pile of (increasing) public and private debt on the planet and I believe we also enjoy the world's largest (and rapidly increasing) trade deficit.

brillig.com

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