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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?


To: James Strauss who wrote (14127)9/7/1998 11:08:00 PM
From: j g cordes  Respond to of 120523
 
Jim, I look at all markets including commodities, currencies, equities, and debt as having to be in a relative state of balance. Each represents the productive value of resources, labor and exchange. Commodities around the world got way out of line, massively skewing the other markets.

I think commodities have slowed and in some cases reversed their imbalancing rates of fall... which will allow readjustments in other markets to move towards a new balance. It will happen one way or another, by dropping the value of US dollar or by raising the value of commodity export countries, or by slowing the whole process down through political, trade and productivity dislocations.

There are alternatives however.. and technology is the carrot by which the super industrialized countries are politicising the world. This is as much a test of our resolve to find solutions as it is other countries to reshape themselves. How this process evolves from here on is the real question and challenge.

Jim



To: James Strauss who wrote (14127)9/8/1998 7:41:00 AM
From: lazarre  Read Replies (1) | Respond to of 120523
 
James,

When these rallies do occur, who do you think does all the buying?

Thanks,
Lazarre