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Strategies & Market Trends : Currencies and the Global Capital Markets -- Ignore unavailable to you. Want to Upgrade?


To: GUSTAVE JAEGER who wrote (521)8/31/1998 6:08:00 AM
From: Cage Rattler  Respond to of 3536
 
Gustave:

Thank you for the thought provoking reply.

Yes there are small caps that will hit and run like Microsoft did, identifying them in a timely manner is the problem. What about Microsoft itself, after it bottoms -- zero debt you know?

I am betting on an extended, world-wide deflationary period. Assuming that premise, it is your thinking about the currency markets I find most interesting. Shouldn't non-US currencies initially fall to the dollar then reverse as Japan and Europe stabilize? How can we best take advantage of it?

Certainly gold will enter the overall investment picture at some point. When is the big unknown.

As ti Far East investments, like Russia, it is a crap shoot. China is wide open; but, they could and would nationalize your investment at the drop of a hat.

Ciao, Ted