Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (5496)	8/13/1998 4:43:00 PM
From: Bosco	Respond to of 9980

Dear Zeev - thanks for the heads up. Yikes. I am heading north of the border tomorrow, have to ponder tonite... Thanks again best, Bosco

To: Zeev Hed who wrote (5496)	8/13/1998 5:01:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 9980

Zeev, Since I first posted this message May 30th: Message 4654091 I've gone back to it a few times for a little reassurance that maybe there won't be a complete meltdown of our markets. At that time, granted it was 2-1/2 months ago, this was your response: techstocks.com So meaning absolutely no disrespect at all, what has fundamentally changed? Changes appear to be technical to me. The transports & industrials relationship has gone haywire. And it appears your turnips show something bad on the horizon. But isn't the liquidity picture still valid? I would think the Japanese investors are still sending money our way, the budget surplus is still valid (if anything I think it's been bumped up), and there are still baby boomers saving for their retirement. So is your current greatest fundamental fear, a U.S. recession? Thanks for your opinions, MikeM(From Florida) PS Hitting "View 7 replies to this message" at the bottom of my May 30th message, brings up some other interesting replies.

To: Zeev Hed who wrote (5496)	8/13/1998 5:12:00 PM
From: Cube	Read Replies (2) \| Respond to of 9980

Zeev, Something I have not heard you mention in connection to the transports is oil prices. They are at multi-year lows. The transport index runs on oil. For the transport index to be near multi-year lows WITH oil at multi year lows, what the heck is going to happen to the transport stocks once oil starts to move back up?? This transport thing could get even uglier and for a very long time if crude begins to slowly tick up. Cube