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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Joey Two-Cents who wrote (11932)	7/23/1998 1:19:00 AM
From: Daniel Ray	Read Replies (1) \| Respond to of 18691

Hey . . . I don't want to spoil the doom and gloom, and certainly numerous markets are in cyclical decline, but . . . When we think about the 'Asian Crisis' today, would we really want to trade it for the 'Asian Crisis' of an a recent, though bygone era, when the talk was of 'dominoes' and Western Europe and Japan were emerging markets? When we see that Russia is in turmoil and needs a bailout from the IMF . . . would we really prefer to go back to the days of the cold war and Soviet ideology seducing millions in the third world? Yeah, the world is a turbulent place, but I wouldn't want to go back in time even if I could. What we see throughout the world is as much the growing pains of powerful new economies as it is any kind of doomsday scenario. I like to short stocks as much as the next person, but that the whole world is suddenly going to go poof so a few of us here can make money on OEX puts or whatever . . . I don't buy it. Some of the emerging markets will get it together, some won't. And I don't believe for a minute the Japanese will relinquish their status as economic superpower . . . it just ain't going to happen. Japan will get it together. The world is getting smaller so we all see more of what's happening. Life is turbulent. So are markets. But no risk = no reward. Just an opinion. Best wishes all

To: Joey Two-Cents who wrote (11932)	7/23/1998 7:36:00 AM
From: valueminded	Read Replies (1) \| Respond to of 18691

Joey Appreciate your comments and links. But I have read all these as has everyone else, and the market keeps going up. I have no doubt that the tsunami is coming, but when is the big question. In the meantime, what areas do you feel will first be hit and why ? banks, airlines, semis, internet stocks etc

To: Joey Two-Cents who wrote (11932)	7/23/1998 12:47:00 PM
From: Marconi	Read Replies (2) \| Respond to of 18691

Hello Joey Two-Cents: I appreciate your capsulizing world economic situations. Please remain a faithful poster. My perspective and sensitivities to events benefit from your kind willingness to note the progression of events outside the U.S. I used to review the Economist faithfully to avoid being an utterly Americano provincial...reading unfortunately I am not doing at this time. Thanks again for sharing information and your perspectives. There are foundational events brewing which in time will materially revise the present state of the domestic capital markets. Best regards, m