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 : The Stock Market Bubble -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (1791)	9/24/1998 6:49:00 PM
From: Sword	Respond to of 3339

Sun: You make an excellent case that makes me hesitate. But as you suggest in your postscript, "P.S. German exposure to Russia and Asia can only work in your favour in above scenario", that was precisely my rationale. The German bank exposure to the developing nations is astounding. You see, the same thoughtful hesitation that I have in making such a play in the face of reasonable opposing views such as yours should also exist in the minds and hearts of the traders in these hedge funds. I would suggest to you and everyone that they are being reckless and their derivative hedges are, in fact, gambles. Gambles with astronomical amounts of money and dangerous consequences for you and me should the outcome go against them. Thanks for your thoughtful comments. -Sword