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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: wooden ships who wrote (6895)	8/15/1998 5:57:00 PM
From: stock bull	Respond to of 42834

Truman, the percentages that you posted sure support the relative significance of Russia to the Asian countries. Stock Bull

To: wooden ships who wrote (6895)	8/15/1998 8:12:00 PM
From: HammerHead	Read Replies (1) \| Respond to of 42834

That's not how the market views the impact IF Russia defaults. The EU has 250B loan to developing countries, and 50B go to Russia. German holds 30B of the 50B granted to Russia, it's equal to 1.3% of German GDP. If Russian defaults, it will wipe out 13% of Germany banking equities. It will have domino affects to Europe.

To: wooden ships who wrote (6895)	8/16/1998 11:02:00 AM
From: wooden ships	Read Replies (1) \| Respond to of 42834

To all: Our veteran stalwarts and earliest contributors to this thread, Lars and Justa Werkenstiff , are too much the gentlemen to announce, in this topic, the birth of a second Brinker thread on Silicon Investor. Therefore, I take the liberty to introduce to the ladies and gentlemen of this thread, whether lurkers or writers be, a brand new topic entitled: The Justa & Lars Honors Bob Brinker Investment Club It is available at: Subject 22518 Naturally, all best wishes are extended to the creators of this new topic which, while more specialized than this one, never- theless appears, at first blush, quite interesting and worthwhile. Parenthetically, as this thread wends its way to its second an- niversary and its 7000th posting, it is perhaps worth the mention that the accomodation of all manner of opinions, perceptions, and viewpoints as related to Bob Brinker's "Money Talk" and ancillary matters must be, in the greater interests of free speech and truth- seeking, nothing but welcome here. A lesson of the rainbow is that the several spectral colors can fashion the instance of magnificence. That being said, as noted heretofore, the cellars of Silicon Invest- or are littered with the rotted corpses of defunct threads- many of which were slain by the angst, ire, and ill-will of writers whose passions for the subject matter or personal animosities consumed their better judgement and the unwritten tenets of gentlemanly de- corum and dignity. Let us all hope that such a hideous fate does not befall our magnificent thread. Longfellow's proverbial arrow flew, and landed he knew not where, at first. So, too, this topic, "Bob Brinker: Market Savant and Radio Host," has flown and landed in divers places, some quite surprising and rather influential, as related to me quite recently. Thus, there may be more reason than ever for those who take up the pen to remember the rules of engagement. More than a few are follow- ing our words here; the arrow lands we know not where.

To: wooden ships who wrote (6895)	8/16/1998 3:56:00 PM
From: David Bogdanoff	Read Replies (2) \| Respond to of 42834

T: I also saw those cnbc figures which show the relative small involvement of the US economy wrt Russian economy. The market is a forward looking mechanism and the Asian situation has already been factored into the markets, while the Russian situation has returned ratther suddenly despite recent IMF help. Thus, the market is still probably factoring in its problems. Further, the Russian situation is more important politically than Asia. If the current Russian government falls, say, the West would face a possible communist return to power and that would be very distressing, to say the least. Further, Russia has plenty of nuclear weapons which needs a strong and stable government to control them. The continued proliferation of the nuclear arms race on the Indian sub-continent has certainly reminded us that this is a hot issue. Thus, a great deal of uncertainty is created far beyond the size of Russia's economy relative to Asia, and this uncertainty is having a strong negative impact on our markets, imo. One final comment to this thread's Bob basher's(you know who you are);BB said the market would test its lows during August; do you think you can bring yourselves to admit that that is what's happening? I know its difficult as that implicitly gives Bob some credit. David