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Politics : Dutch Central Bank Sale Announcement Imminent? -- Ignore unavailable to you. Want to Upgrade?

To: Crimson Ghost who wrote (1644)	10/17/1998 10:23:00 PM
From: sea_urchin	Read Replies (1) \| Respond to of 81068

George: Here's a breakdown of what you are saying. The small caps are 34% worse than the S&P Industrials on a year-to-year basis. advisorinsight.com It comes from Yardeni's URL. I was, in fact, looking for a graph to demonstrate that the long-term performance of the small-caps was far inferior to that of the blue-chips, but I couldn't find it. I know I have seen it somewhere --- perhaps in another life! This is all I could come up with, but it wasn't what I wanted.

To: Crimson Ghost who wrote (1644)	10/18/1998 11:35:00 AM
From: Jim McMannis	Respond to of 81068

If the DOW is going to get smashed again, why wouldn't you prefer cash rather than non-gold small caps? Interesting thing about this "recession" (not that wall street has predicted 13 out of the last 9 recessions <no typo>) is that it's in the face of lower rates not higher rates that is the typical Keynesian boom bust cycle. Typically the small cap growth stocks get hit worse (and recover faster when rates fall) is because they are supposedly more sensitive to high interest rates (cost of borrowing goes up. now we have a situation where rates are low and the economic slowdown will supposedly be imported and not induced by overtightening. Still few signs of a recession here even though the crunch in Asia began well over a year ago. Does the possibility remain, that Asia and Bills suggestion that they are getting their currencies in order using gold, that any recession here will be mild and even more tempered by AGs easy money policy? Soft landings have wonderful effects on out stock market as you know. I guess that we will know how bad things are in the fullness of time. Jim