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To: tdl4138 who wrote (4934)11/2/1998 9:00:00 AM
From: Lucretius  Respond to of 14427
 
'87 was caused by a drop in the dollar and a corresponding selloff in bonds... much like what I am looking for today.

BTW- Barton Biggs said that Japan has bottomed... as I said last week... I think I agree. I was looking for one last panic move down, but I began to doubt that we were going to get it. Still see such a move as a possibility, but I'd go ahead nad take 50% positions if you haven't yet.