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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?


To: Paul Berliner who wrote (8557)5/19/1999 5:14:00 PM
From: TAPDOG  Respond to of 9980
 
Thanks for the references to AFR. Faber makes a couple of good points. It is interesting that the central banks enjoy so much confidence from people who normally don't have much confidence in government financial institutions (both right and left). I recall that there was a question about Rubin being confirmed by the Senate when he was originally appointed. Now he's a saint. Amazing what a bull market can do.



To: Paul Berliner who wrote (8557)5/19/1999 9:22:00 PM
From: Stitch  Respond to of 9980
 
Paul,

Two great article links, thanks very much.

Hmmm, time for gold stocks? What is your take? I still like the oil sector but am also still heavy into tech.

Best,
Stitch



To: Paul Berliner who wrote (8557)5/20/1999 10:34:00 AM
From: Bosco  Read Replies (1) | Respond to of 9980
 
G'day all - Paul, thx for the articles. Not sure what Mr Faber was smoking, but he sounded more like the moral equivalence of a bad punk rock group [getting music with only 2 chords!] Gold standard? Even former HUD Secretary and Senator Kemp has decided not to get stuck in such medieval term. Being HK based, he should know better RE in HK is quite incomparable to say Australia or Latam. This is not a snobbish statement. Simply supply and demand. As Roy Rogers retold a teaching from his father. Buy RE, God ain't gonna to make more of it anymore! In that sense, it is especially so in HK - granted that decades of reclamation may sooner or later makes HK island an extension of Kowloon Peninsula <VBG>

best, Bosco