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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Skeet Shipman who wrote (34129)	11/22/1998 1:30:00 AM
From: Spaw	Read Replies (2) \| Respond to of 94695

Skeet, Thought I'd just offer a good source of coverage on the international currency landscape. dinesletter.com Mr. Dines specializes in analyzing the impact of currencies on the financial markets. He has been impressively accurate and insightful. He is indeed an old Wall St. type, but truly worth reading. I am by nature a skeptical trader, and not a big fan of newsletters, but subscribed to the Dines letter after hearing him talk at an investment conference. My $.02, --spaw--

To: Skeet Shipman who wrote (34129)	11/22/1998 8:10:00 AM
From: HairBall	Read Replies (1) \| Respond to of 94695

Skeet: Lower energy prices are beginning to impact Texas. Also Louisiana as it is less diverse and more dependent on energy, per a local (San Antonio) Talking Head analyst on NBR one night last week. Regards, LG

To: Skeet Shipman who wrote (34129)	11/22/1998 8:37:00 AM
From: yard_man	Read Replies (1) \| Respond to of 94695

>>3. The inordinate interest rate differentials among the industrial nations.<< Skeet, I though this was symptom rather than a cause. Capital starts flowing out and they raise the rates to keep their reserves. Admittedly it has a contractionary effect in the country when the high rates are put in place, but the "damage" already done to the economy is just being expressed, right? OTW why would everybody (foreigners) be pulling their money out? In the case of oil -- asian demand went slack causing the drop in prices which put Latin American producers in difficult straits.