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To: ahhaha who wrote (12684)	6/7/1998 5:23:00 AM
From: Bobby Yellin	Read Replies (1) \| Respond to of 116791

thank you also Templeton has written that deflation is an anathema(sp) to governments so maybe Rubin secretly is willing inflation to come back :>

To: ahhaha who wrote (12684)	6/7/1998 6:35:00 AM
From: Bobby Yellin	Read Replies (1) \| Respond to of 116791

See if you can tackle this one.. if US is 85 service industry and 15 percent manufacturing..and SE Asia appears to get its energy needs met from different sources primarily..how much deflation can be exported here--wouldnt that ratio suggest only so much? In one of New York papers, headlines that Rudy(mayor) predicts tax hike in property taxes..not raised since 1992.. who knows..but another good reason for holding gold rather than real estate.. I also find that a bit puzzling since most of the recovery in Ny appears to be based from financial sector.. I am beginning to understand why history constantly repeats itself ..human emotion and big players recognizing that governments are predictable looking forward to more of your posts here.. (ps. have you checked out Bill Murphy's posts who is with Veneroso?) (also interesting article in Barron's yesterday Joseph L. Toms and business cycles..he is negative on market)

To: ahhaha who wrote (12684)	6/7/1998 1:22:00 PM
From: goldsnow	Read Replies (1) \| Respond to of 116791

I agree with most of what you said..Let's look at two possible scenarios..Asia does not recover (and I think it will sooner than many think) Let's even postulate that China is forced to devalue...than China would probably has to open massive infrastructure expenditures that not only it desperatly needs now, but also to avoid massive unemployment and social re-percussions..I therefore follow not only Oil but Base Metals (copper) as a barometer tremendous expansion that is on horizon...Gold would reflect that..The longer it stays down the bigger expansion POG is forecousting (or war to come