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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: stock bull who wrote (62)	8/16/1998 8:23:00 PM
From: wooden ships	Read Replies (1) \| Respond to of 15132

stock bull- In re: "... do you know how the foreign economics and markets enter into BB timing model." I would defer to our worthies for an answer to this question, important as it is at this juncture, in an industrial world seemingly beseiged by instabilities and disgorged of vast dollops of recently accrued wealth. With par- ticular regard to the Russian stage, Robert Hummer writes: 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 effects to Europe. Per late "MoneyTalk" episodes, Brinker has expressed especial bullishness vis a vis the overall European markets. As you know, Brinker has for a long while maintained that the Asian debacle has redounded to the net benefit of our US economy and our stock markets. Indeed, Brinker was something of a lone voice amongst a gaggle of more than a few investment advisors, market gurus, and self-styled financial experts, in those early days, not only in discounting any severe impact upon the US caused by the Asian "flu" and subsequent meltdowns but also in declaring that US markets would likely be energized as a direct consequence.