SI
SI
discoversearch

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 : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?


To: porcupine --''''> who wrote (944)11/6/1998 7:10:00 PM
From: Freedom Fighter  Respond to of 1722
 
>>Are We Headed Towards Global Deflation? -- Roubini's page<<

I have been reading about serious global deflation risks from the economic bears since the Asian crisis began last July. I started hearing that case from my friend Rick Ackerman at the San Francisco Examiner about one year before that. Considering he was telling me close to 3 years ago that deflation would emanate from Asian overcapacity, I would say he has a good read on the world. He certainly beat just about everybody to the punch in understanding that region. He is a mega-bear on the U.S long term. I hope he is wrong but I surely understand his case.

I have no view on the matter from an investment perspective because I am more long term oriented. I tend to agree with Reynolds on the subject when viewing the short term, but I am less sanguine than he is about the U.S. inflation prospects and the U.S. dollar long term.

Wayne Crimi
Value Investor Workshop
members.aol.com



To: porcupine --''''> who wrote (944)11/6/1998 10:02:00 PM
From: porcupine --''''>  Respond to of 1722
 
> I'd really appreciate any help in finding an on-line or software > resource that will allow
> a screen of stocks to find "net current asset value" or "net quick
> liquidation value". Which, of course, is one of Ben Graham's > primary
> investment criteria - i.e.: A stock price down to two-thirds of > "net current
> asset value" or "net quick liquidation value" defined as current
> assets less
> total debt. Fixed assets are not included.

I don't know of any online source, or any automated way of doing it. Sorry. Does anyone else know of a source?