Color of the Market Archive, Page #4
Color of the Market A R C H I V E 

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The Color of the Market has been an online meeting place for people interested in emerging market debt since 1996, and has undergone many changes in that time. We have discovered an old archive of Color of the Market messages, covering 5 months starting in late 1998. For the benefit of both old and new Bradynetters, we present this archive untouched.

Note: Back in these days, the forum software was greatly different than the Color of the Market that we are now accustomed to. Without the requirement of registration, the forum began to attract disrupters who would engage in vulgarities, name-calling, impersonation of users, and other childish hijinks. But if you can wade through the nonsense, some of the comments herein are historic, and prophetic.

Enjoy,
IDEAGlobal/BradyNet Staff

Sat Jan 16 17:34:04 EST 1999
anonymous: so the conclusion is that political and military tensions will at one point have inflationary pressures?Seems correct to me.Then we will see a rise in commodity prices too(Base metals etc.) rgds.Charles
Sun Jan 17 06:19:20 EST 1999
anonymous: http://www.bradynet.com/forum/11/messages/641.html very interesting comment,rgds.Charles
Sun Jan 17 07:09:55 EST 1999
anonymous: doomsters see an unevitable deflation instead. "asian business conditions are likely to remain depressed for some time to come. we had the boom and the crisis; now the depression phase will follow. of all assets, stocks & bonds suffer the worst collpapseduring the crisis phase, especially when the crisis is accompanied by a severe decline in the exchange rate. As a result, equities frequently become very under-valued in comparison to other assets. in asia, second-line shares are now valued inexpensively. From their present depressed levels, many shares can easily rally 50% however, investors must understand that these bull moves will be very erratic and that they are false rallies which don't lead to new highs. eventually, these powerful rebounds will give way to renewed weakness, and stockk markets will then retest (or even fall below) the markets lows reached during the panic phase. sustained long-term bull markets in asia will only come after a lenghty base-building period -probably at a time when there will be as little interest in equities around the world as there is currently in gold." so far dr. doom in zurich 11-18-98 to be repeated these days by dr. faber.
Sun Jan 17 09:30:59 EST 1999
anonymous: apart from Brasil + China, the more menacing problem for a new int. financial crisis is the appreciation of the Yen vs $. Repatriation of japanese assets have an impact on american interest rates & Wall Street. Positive jap. trade balance. I.e. stress for the japanese and int. financial system (banks and entrepreneurs for Yen debts).
Sun Jan 17 19:26:15 EST 1999
Informant: The new head of the Brazilian central bank hasn't a clue what he will do... http://www.nypostonline.com:80/011799/business/9101.htm
Sun Jan 17 22:39:58 EST 1999
Liza: Anybody heard anything unusual for tomorow annoucement from BRZ? Already in the market: a) Let the currency float freely until investor confidence is back b) Intruduction of trading bands in April c) IMF/G7 insurance policy in place d) early disburssment of funds Has anybdy heard the dreadfull "capital cntrols"
Sun Jan 17 22:46:00 EST 1999
anonymous: Strap yourselves in. The October correction is going to look like a blip compared to about what is going to hit us.
Sun Jan 17 23:17:31 EST 1999
Doomsayer: You said it!!! I put all my savings into gold and the shotgun to protect it.
Mon Jan 18 03:10:41 EST 1999
Alexander: <<01-17-99 Doomsayer: (204.214.24.182) You said it!!! I put all my savings into gold and the shotgun to protect it.>>Hi Doom,2 questions:Gold contracts or bullion?? and are you going short on EM Bonds??greetings
Mon Jan 18 06:56:57 EST 1999
anonymous: Ralf, did you read Guenter Reimann, die ohnmacht der maechtigen, das kapital und die weltkrise, leipzig 1993, ISBN 3-378-00528-9 yet? Sorry, german lingo only. rgs. spadolini
Mon Jan 18 08:04:59 EST 1999
anonymous: Brazil's outlook is good, because floating the currency with $40 billion in reserves -- including the money from the IMF and (international) banks -- is better than what happened in other countries which let their currencies float with practically no reserves
Mon Jan 18 09:01:25 EST 1999
anonymous: The International Monetary Fund rejected a Brazilian bid to speed up payments from a $41.5 billion credit line following a weekend of emergency negotiations.
Mon Jan 18 09:44:44 EST 1999
anonymous: Does anybody have updated banks' deposit numbers for Brazil? It's hard to believe there were no large withdrawals. Shylock.
Mon Jan 18 12:28:48 EST 1999
anonymous: Anon : But Brazil has a huge stock of domestic debt and large external debt stock; a budget deficit of 8% of GDP and large external imbalances. So the preconditions for Brazil are much worse than any country thus far that has entered a crisis. We shall see how this holds. Thanks.
Mon Jan 18 15:28:12 EST 1999
anonymous: ING Barings advised investors to buy Brazilian debt, reversing a one-week-old sell recommendation after Brazil scrapped the defense of its currency, allowing the real to trade free.Investors should reduce their investments in Venezuela and Mexico by one percentage point each, and remain ``overweight'' in Argentina.
Mon Jan 18 16:52:06 EST 1999
anonymous: Brazilian debt prices will drop like a stone tomorrow. The markets' rally was premature. FX still leaving the country. trader
Mon Jan 18 18:39:58 EST 1999
anonymous: Better cover your shorts trader, Brazil will stabilize and then go up. Investor
Mon Jan 18 20:37:44 EST 1999
anonymous: Brazil has raised its effective prime lending rate to 41% from 29%.
Mon Jan 18 21:10:28 EST 1999
Cheetah: Venezuela is planning to "adjust" the currency by 30% bringing M2 = to reserves (real USD reserves), fixing to the USD. Please sell sell sell Veni 18's and 27's... The end is near... Ralphie I am going short DCB's and will buy some Yahoo. pls advise
Mon Jan 18 21:36:29 EST 1999
anonymous: THIS IS THE END !!! The END of the correction is upon us... Nobel Prize to ITAMAR FRANCO for taking us out of our misery !!! THANK YOU ITAMAR... I will now buy even Russia !! Bolivar=USD G.Garcia
Mon Jan 18 21:39:14 EST 1999
anonymous: To Mr. Santander and Mr. DutchING pls do not short EDC (Electricidad de Caracas and VNT - CANTV) and then sread rumors that Mr. Maza Zabala will be the president of Veni Central Bank...Tony Casas
Mon Jan 18 21:45:55 EST 1999
anonymous: Brazil will turn into a competitive DYNAMO ! Some domestic corporates will suffer some will benefit BUT the COUNTRY will FLY !!! Next stop : Worlds 7th largest economy >>> and with the USA and with the elimination of CUBA's embargoe the AMERICAS ==== LAND OF THE NEW MILLENIUM !!!!!!!!
Mon Jan 18 22:33:28 EST 1999
Daniel: Hey check it out, when you post URLs in your messages they become hyperlinks... like this: http://www.nypostonline.com:80/011799/business/9101.htm
Tue Jan 19 03:15:49 EST 1999
optimist: The only class of assets worth buying now are Russian globals. Major shorts were covered in Brasil , 51 back on C bonds by end of the week. ING, having strong Sao Paulo office though, fucks up pretty often on its recomendations recently. Learn specifics of Brasil local debt- technically devaluation will bring only slight lightening of this burden. Reserves were melting down not because of Cen Bank supporting ccy, but cos investors repatriate principal investments. The bet investors will stay in si nce the worst happened is wishful thinking , capital flight will only increase, and its the government , not corporates who will deliver USD for repatriation purposes (if they dont - hyper devaluation will be on its way)
Tue Jan 19 08:54:56 EST 1999
Omar: Why do you recommend Russian Globals specially now optimist ? Greetings
Tue Jan 19 09:41:28 EST 1999
Cheetah: Hey Optimist - FYI the only Capital Flight I have seen over the last 7 years in the major Latin Countries was to play the Deval., after that it has been back in to the countries, COME BACK FROM THE 80's - live in the 90's... of course you are recommending Russia which is still stuck in the 50's.
Tue Jan 19 10:20:08 EST 1999
optimist: look, Cheetah, if russia was stuck in 50 th, you'd have our pacific fleet near Miami coast. And G7 countries queueing to disburse new loans to Khruschev. The only reason which can stop capital flight from LATAM is the fact that Harvard educated managers still want to build up Pumpers production factories in warm climate - like Brasil etc. That is - huge amnt of direct investments. But rest assured, speculative capital will leave crisis prone LATAM very easily, like it did with russia, slovakia, and even japan stock markets. So, investment purists thinking of yields have nothing to choose but Russia euros (for cur.y. reasons)and for very long term appreciation. regards
Tue Jan 19 12:29:20 EST 1999
anonymous: Isn't most speculative capital invested in local currencies rather than USD denominated Euros ?
Tue Jan 19 12:55:02 EST 1999
Cheetah: Optimist you are definitely living in pre Castro LATAM, say hello to Nikita, don't freeze while we are having a great time here in Rio, doing some "pumpa" combined with lambada while we reinvest all the reais we took out last week !!
Tue Jan 19 15:00:50 EST 1999
wally: friends, gentlemen: i am off to my favourite jungle in asia. see y'all from feb 12th on.
Tue Jan 19 15:14:16 EST 1999
anonymous: Optimist, I hope whatever you are smoking is legal.
Tue Jan 19 15:43:18 EST 1999
Cciano: Trader, >>Brazilian debt prices will fall like a stone on tuesday<< Wrong! I agree with "Investor". Wally, have a nice trip! Greetings
Tue Jan 19 16:27:52 EST 1999
Cheetah: wally traveling w/o portable means of e mail??
Tue Jan 19 16:29:42 EST 1999
Cheetah: High probability of Venezuelan Finance minister or Central Bank President to be announced tonight or tomorrow !!!
Tue Jan 19 16:32:28 EST 1999
anonymous: wally: I hope your jungle is a doomster-free-zone. best regards, Spadolini
Tue Jan 19 17:34:59 EST 1999
clota: Maybe Jan 15 1999 will soon be remembered as the turning point of the EM´s debacle...(just as Feb 4 ´94 was seen as the end of the 1993 rally)...what do you think???
Tue Jan 19 18:15:16 EST 1999
unpourtous: Clota: for that happy state of affairs to happen we need for a lot of good things to happen together. Among the immediate challenges would be 1) passage by the brazil's congress of substantially all deficit reduction measures, 2) some good news out of russia, 3) no global recession so that EM's maintain access to capital & can export to G7, and 4) the continuation of sound policies (or their adoption in some cases like russia).
Tue Jan 19 18:21:06 EST 1999
clota: unportous: you may be right, but keep in mind that markets that have been battered for a long time may only need a lack of more bad news to start rising. This may be the case in EM´s, for example Russia..
Tue Jan 19 18:38:09 EST 1999
unpourtous: Clota: Good point.
Wed Jan 20 01:37:40 EST 1999
Omar: Argentina is setting a good example for other LatAms to follow by seeking to adopt the US dollar as official currency, this would end forex speculation and would limit the damage that inept populist governments do to an economy.
Wed Jan 20 03:58:42 EST 1999
optimist: Jolly Cheetah, I knew couple of prop traders in Sao Paulo, succesfully'lambadin' on the beach and then buying tonns of C bond at 70+ from well chilled US fund mangaers.. Aint you one of those 'lambadists'? Oh, I forgot , those prop traders soon after were putting 'for sale' notes on their 'Porsches'. Change geographic orientation - watch north!
Wed Jan 20 08:11:22 EST 1999
anonymous: for optimist: the problem are not the "lambadist traders", the problem are the completely incompetent governments on local, state and federation level. They are so absolutely incompetent and populist, that it is really a good idea to change orientation and look north, why not to Russia.
Wed Jan 20 10:00:21 EST 1999
anonymous: The Governor of Paripapeo has said his supporters would NOT vote for the reform today... the SAGA continues... ITAMAR will follow up...
Wed Jan 20 10:33:51 EST 1999
anonymous: Yes, let's all look at russia, where politicians are competent, not populists, legal and integer, and not in touch with local mafia, nasdarovje, gospodin!
Wed Jan 20 11:46:04 EST 1999
anonymous: economics and politics never go hand in hand
Wed Jan 20 13:56:47 EST 1999
anonymous: Does anybody know if Brazil's pension reforms were approved today ?
Wed Jan 20 14:23:01 EST 1999
anonymous: Yes, let's all look toward Russia, where the president led the country out of a dictatorship and communisme of 80 years, who resisted a revolution which wanted to come back to communisme with his own body, where the prime minister is a man of big diplomacy and enourmous tact, being able to lead a contry in a situation of complete turmoil in August 98 toward a quite calm situation which gives even to the most antirussian not anymore stuff to write badly about his country. I think they are in all objectivity much better than their brazilian collegues. Imgaine: the state of Rio de Janeiro had a growth of his industrial production in 1998 of 39%! And they have nothing than debts, 21 billion US$ of debts, up from 4 bn. in 1994. Do you think they have a good government?
Wed Jan 20 14:57:37 EST 1999
anonymous: Time will tell who had a better government, right now thank God for Chairman Greenspan, the new Euro Central Bank and the international financial community which keep politicians under leash. The Apolitical Economist
Wed Jan 20 15:58:58 EST 1999
anonymous: any news yet on brasil? live prices just started to pop.
Wed Jan 20 16:38:07 EST 1999
dyadya venya: the Brazilian votes have not yet taken place, the urgency vote has just started and the SocSec vote may follow 2day, maybe tom if the urgencia vote passes. It may take a while....
Wed Jan 20 17:31:43 EST 1999
anonymous: the vote is in...positive news for brazil...look at he c bond
Wed Jan 20 19:27:22 EST 1999
Daniel: Greenspan is a brilliant man. But even a brilliant man will find that it's difficult to steer the future of the world with only three levers.
Wed Jan 20 21:58:09 EST 1999
anonymous: So now Bill wants to prop up his popularity by using Social Security funds to keep the Internut Madness.... Give me some C Bonds and let me have my double digit returns
Wed Jan 20 22:01:07 EST 1999
anonymous: Padron Amare is the Venezuelan Central Banker. He is well respected within the institution. Expect belt tightening and the USD - Bolivar PEG to be in place FOR the millenium !! ORACULO
Thu Jan 21 02:32:33 EST 1999
optimist: So far looks Internet madness turns into calm insanity, all ex leaders now losers (as compared to 'ole good hi tech') Probably some steam will be let out in a very quiet way from US stock , so that not to obstruct signs of rally in EM. And as to Russia - yes ,finances are weak now , but recent basic changes in taxation legislation (change in taxation structure precisely) will increase collection. Secondly. I may be wrong , but I guess Russia will do its best to lighten payment burden on Paris club and just serve in full all it owes under London/euros / minfins - as we all know its much more beneficial to serve tradable "surface" debt. The fair value for Rus. euros is at least that of BRZ globals and not 2000bp over them. regards
Thu Jan 21 15:10:26 EST 1999
anonymous: zz
Thu Jan 21 15:10:41 EST 1999
anonymous: zzzz
Thu Jan 21 16:43:06 EST 1999
anonymous: Why is the C dropping today? Didn't the fiscal reform pass?
Thu Jan 21 16:44:13 EST 1999
anonymous: Short covering is over!! More to come, any bulls out there?? trader
Thu Jan 21 16:50:31 EST 1999
anonymous: Optimist is right,BRZ too high and Russia too low. rgds.Fred
Thu Jan 21 17:02:02 EST 1999
anonymous: Brazil (still) has substantial reserves and is current on its debt. Brazil is too important to the world's economic stability to be allowed to fail. Russia already has. How do you compare the two? They are two different investment categories. Pete
Thu Jan 21 17:07:13 EST 1999
anonymous: right,Pete,but Russia is on the way to recovery and we still have yields of 40%+ on the EUROs,for those who dare,of course.rgds.Fred
Thu Jan 21 17:45:04 EST 1999
anonymous: I'm back GIRLS!!! It looks like we're heading SOUTH. 30 handle on SHE-bonds by Febraury??? Luv ya, SPANKY. P.S.: Shame on all you bozos for buying with a 59 handle today. Heven't you ever seen the movie Get Shorty?
Thu Jan 21 17:55:34 EST 1999
anonymous: Du wärst doch schon seit 10 Tagen ausverkauft,Du alter Verbalradikaler!!!Reden ist einfach,Ralfie!!Die ImmobilienInfos sind sehr gut, Grüsse Fred
Thu Jan 21 17:59:30 EST 1999
anonymous: es heisst "haven't" und nicht "hevent",Junge Junge,was ist denn mit VHS:English for beginners?????
Thu Jan 21 18:13:24 EST 1999
anonymous: we luv u too, ralfie, if you are logged out.
Thu Jan 21 18:17:31 EST 1999
Alexander: he can stay in but please without BS,rgds.
Thu Jan 21 18:24:50 EST 1999
anonymous: ralfie BS-free? -has he been vaccinated by dr. watson?
Thu Jan 21 18:31:07 EST 1999
anonymous: well,good question,let's say, there is hope,because we argue very politely in his <www.fuchsbriefe.de>site rgds.Dr.Watson
Thu Jan 21 18:38:54 EST 1999
anonymous: yes, i knew of course, as the world is a village indeed.
Thu Jan 21 19:30:28 EST 1999
anonymous: Thats it I am out !!! I have to start all over, no job, no leverage, no savings... only some russian Ians and a russia 18... what can I do >>> no more CAfe Foto no more Au BAr... no more Cohibas... Ralphie give me a loan. PHANTOM
Thu Jan 21 19:46:09 EST 1999
Estefania: to Anonymous: ""Brazil (still) has substantial reserves and is current on its debt. Brazil is too important to the world's economic stability to be allowed to fail."" That's what they said about Russia last year and look at poor Phantom now!
Thu Jan 21 23:19:46 EST 1999
anonymous: Estefania.... I still remember you and the time together at Antiquario... or was it Cafe Foto ?? I remember such a good time... will you still love me now that I am depressed and not as rich as before ???? Should I cut my losses and live off of Money Market rates ? Spanky where are you?.."$#@ Phantom
Fri Jan 22 02:34:42 EST 1999
optimist: Just look at those postings from Brasil - 'adherence to honouring foregn debt payments' etc. All is too much like Russia in summer. It appears to be 2 major reasons for profound divergence of Russian/Brasilian spreads - 1.Huge volume of direct investments to BRZ compared to Russia; 2.Substantial pressure on investors psychology from prominent US brokerages... Just look: Sally: underweight russia, no even spread trades recomendations Chase: reduce russia to zero (of cos not a single trade idea hence) Morgan Stanley: (a bit obsolete) - underweight russia, avoid exposure... I believe in the wake of at least slight positive notes by those firms on Russia we will be having upsurge.regards
Fri Jan 22 02:38:31 EST 1999
anonymous: phantom, your first have to queue in the unemployment line, kiss spanky's shoes, and then sing like a hare krishna: I'm a believer now, I believe in spanky... maybe it works. If not, you can call barton biggs for a 25.000$/year job. take it easy and good luck.
Fri Jan 22 03:30:39 EST 1999
anonymous: hi Opti,don't forget,we had a default on payment in PRINs(Dec),but I agree with you that Russia is judged too negative nowadays,thats our chance to buy RusFed EUROs,rgds.Fred
Fri Jan 22 09:51:17 EST 1999
anonymous: Like I said before, spike in prices from short covering all done. Cs are collapsing. There is a 51 handle and the day (NY) is just getting started. trader
Fri Jan 22 09:53:00 EST 1999
optimist: Cheetah, where are you with your reinvesting reals in Brasil? Gimme winning idea where to put USD now after my BRZ short is covered? Oh I know - russia 28 12.75 at 3800 over UST!! BTW , I read somewhere 'lambada is a dance of the poor'
Fri Jan 22 09:54:29 EST 1999
anonymous: yield Brazil 20% Yield RusFed 30% that's what we like!! rgds.Sokolov
Fri Jan 22 09:56:34 EST 1999
anonymous: It is a 50 handle now and the chart looks very "ugly" (depends on your perspective...) trader
Fri Jan 22 09:59:33 EST 1999
anonymous: hi trader,not ugly,I need 25% yield on BRZ,Fred
Fri Jan 22 10:00:23 EST 1999
unpourtous: Opti: gagner sans triompher. rus '28 sounds perfect.
Fri Jan 22 10:07:49 EST 1999
anonymous: ils etait trop negatif sur RusFed et trop positif sur Bresil, depuis long temps,mais regard le BOVESPA compare au DAX et AEX. C'est stable,pas de crise.....
Fri Jan 22 10:45:49 EST 1999
anonymous: "life is a mystery to be lived, not a problem to be solved." (Rudyard Kipling)
Fri Jan 22 12:38:16 EST 1999
anonymous: life...yes,but here we deal with no mystery, this is constant misery.
Fri Jan 22 14:47:45 EST 1999
anonymous: my bank in NY informs me that the coupon to the Russia 18 will be paid exactly in time, on monday, the 25th of January. Not bad, if you think it over.
Fri Jan 22 14:59:09 EST 1999
anonymous: UBS, n'est-ce pas?
Fri Jan 22 15:04:19 EST 1999
anonymous: to Trader: any quote as of now for BRZ 2027 ? thanks Kitty
Fri Jan 22 15:34:05 EST 1999
anonymous: b-58.5 a-59 brz '27
Fri Jan 22 15:49:32 EST 1999
anonymous: b-58.5 a-59 brz '27 Thanks,it could be a lot worse. Have a good weekend. Ch.Watson
Fri Jan 22 16:31:45 EST 1999
anonymous: Hellow GIRLS, we are heading SOUTH. My new motto is 30 handle in 30 days on SHE-bonds. Enjoy the ride on the Titanic as the band plays on. No, don't worry. That wasn't an iceberg we hit, that was just a little devaluation. Luv and kisses, SPANKY.
Fri Jan 22 17:05:49 EST 1999
anonymous: "my father is a bastard/ my ma's an s.o.b./ my grandpa's always plastered/ my grandma pushes tea/ my sister wears a moustache/ my brother wears a dress/ it's no wonder i'm a mess" (west side story)
Fri Jan 22 17:22:00 EST 1999
anonymous: Hallo Ralfie,man siehts Du warst heute schon in der VHS.Zum ersten mal einen einfachen Text fast fehlerfrei.Dass Du Männer immer "Girls" nennen musst,wollen wir heute mal vergessen.Schönes Wochenende,Frank.
Fri Jan 22 18:08:04 EST 1999
anonymous: his casual violence, smashing up furniture at a party, breaking the lock of a fridge with a gun to get vodka, could be put down to eccentricity...
Fri Jan 22 18:15:45 EST 1999
anonymous: are you talking about Ralfie Vielhaber? Publisher of the famous www.fuchsbriefe.de???Casual violence??Are we dealing with a psychopath???
Fri Jan 22 18:19:01 EST 1999
anonymous: going bust is not a crime. being sexually attracted to both women & men is not uncommon...
Fri Jan 22 18:21:23 EST 1999
anonymous: we are dealing with a weird individual indeed,well seen.......
Fri Jan 22 18:24:49 EST 1999
anonymous: he has a cruel streak that cannot be laughed away either...
Fri Jan 22 18:26:42 EST 1999
anonymous: and I know from credible sources,treatment and medication has not helped either
Fri Jan 22 18:29:18 EST 1999
anonymous: he organised what was perhaps the only shooting party ever held anywhere in which the quarries were tame pecocks...
Fri Jan 22 18:30:16 EST 1999
anonymous: Didn't he spent some years in the psychiatric ward???
Fri Jan 22 18:33:49 EST 1999
anonymous: correct, he didn't decline to do so, in one of his rare acts of wisdom.
Fri Jan 22 23:55:22 EST 1999
anonymous: The Brazilian government is not studying new fiscal measures to tackle the country's deep financial crisis, a spokesman for President Fernando Henrique Cardoso said Friday. The spokesman also reiterated that currency controls would not be used to stem steady dollar outflows that are putting pressure on the newly floated real currency.
Sat Jan 23 00:20:42 EST 1999
anonymous: The whole Brazil/South America thing is overblown,in the board game Risk you only get two armies for controlling South America, while you get seven armies for controlling Asia and Russia. Brazil is not going to pull down the financial community with it. No one has that kind of leverage anymore.Ciao !Bepe Sigonri
Sat Jan 23 07:24:13 EST 1999
anonymous: Fact is that the BRZ Gov't did too little and too late, otherwise we would not have such a gigantic loss of confidence. Hopefully they have learnt their lesson,but this (mini)crash should never have happened to begin with.Rgds.Fred
Sat Jan 23 08:56:21 EST 1999
anonymous: Unfortunately they are too thumb to learn what ever it is. I mean the governments of Brazil, as well the federal, the statal or the municipal governments. They are so unbelievably irresponsibel. Remember: The state of Rio de Janeiro does not pay since three months his delivrors. The governor of Rio was visiting this night 12 police stations since he could not sleep and he said to reporters that it was a horror film what he has seen; nothing is done really absolutely nothing, no highways, no roads, no cleaning of the cities, just some new illuminations on Copacabana and the renovation of the Modern Art Museum for an international congress in June. But the debt went up from 4 bio US$ in 1994 to 21 bio in 1998 for the only state of Rio de Janeiro. The people is working like anywhere else in the world, but the governments are doing nothing, nothing, nothing. It's a shame.
Sat Jan 23 09:48:03 EST 1999
anonymous: not quite,one thing they do is stealing,stealing,stealing
Sat Jan 23 09:57:18 EST 1999
anonymous: I agree
Sat Jan 23 10:00:31 EST 1999
anonymous: BUT,and now I come back to our business(BONDS),if BRZ defaults everybody will be much worse off,including the upper class.rgds.Fred
Sat Jan 23 13:50:23 EST 1999
Alexander: WARNING as of NOW: >b> > > >Subject: ALERT - New Virus >>> > > >>> > > >>> > >If you receive an e-mail titled : >>> > > >>> > >JOIN THE CREW or PENPALS, >>> > > >>> > >DO NOT OPEN IT >>> > > >>> > >It will erase EVERYTHING on your hard drive! Send this letterout to >as >>> > many >>> > >people as you can..this is a new virus and not many people know >>about >>> > >it!! >>> > > >>> > >This information was received this morning by IBM, please share it >with >>> > >anyone that might access the Internet. >>> > > >>> > >PENPAL appears to be a friendly letter asking you if you are >interested >>> in >>> > a >>> > >penpal >>> > >...but by the time you read this letter it is TOO LATE. >>> > > >>> > >The Trojan horse virus will have already infected the bootsector of >>your >>> > >hard drive, >>> > >destroying all the data present. >>> > > >>> > >It is a self-replicating virus, and once the message is read it will >>> > >AUTOMATICALLY >>> > >forward itself to anyone who's e-mail address is present in your >box!!! >>> > > >>> > >This virus will destroy your hard drive and holds the potential to >>> DESTROY >>> > >the >>> > >hard drive of anyone whose mail is in your box and whose mail is in >>> their >>> > >box >>> > >and so on and on! >>> > > >>> > >So delete any message titled PENPAL or JOIN THE CREW >>> > >..this virus can do major DAMAGE to worldwide networks! >>> > > >>> > >PLEASE PASS THIS ALONG TO ALL YOUR FRIENDS AND PEOPLE >>> > >IN YOUR MAILBOXES. >>> > > >>> > >AOL HAS SAID THIS IS A VERY DANGEROUS VIRUS AND THERE >>> > >IS NO REMEDY FOR THIS..FORWARD IT TO ALL YOUR ON-LINE >>> > >FRIENDS A.S.A.P. >>> > > >>> > >>> >>>>>>>> > >> Thank you. >> >> >> >>
Sat Jan 23 13:52:53 EST 1999
Alexander: WARNING as of NOW: Subject: ALERT - New Virus If you receive an e-mail titled : JOIN THE CREW or PENPALS, DO NOT OPEN IT It will erase EVERYTHING on your hard drive! Send this letterout to >as many people as you can..this is a new virus and not many people know about it!! This information was received this morning by IBM, please share it >with anyone that might access the Internet. PENPAL appears to be a friendly letter asking you if you are >interested in a penpal ...but by the time you read this letter it is TOO LATE. The Trojan horse virus will have already infected the bootsector of >>your hard drive, destroying all the data present. It is a self-replicating virus, and once the message is read it will AUTOMATICALLY forward itself to anyone who's e-mail address is present in your >box!!! This virus will destroy your hard drive and holds the potential to DESTROY the hard drive of anyone whose mail is in your box and whose mail is in their box and so on and on! So delete any message titled PENPAL or JOIN THE CREW ..this virus can do major DAMAGE to worldwide networks! PLEASE PASS THIS ALONG TO ALL YOUR FRIENDS AND PEOPLE IN YOUR MAILBOXES. AOL HAS SAID THIS IS A VERY DANGEROUS VIRUS AND THERE IS NO REMEDY FOR THIS..FORWARD IT TO ALL YOUR ON-LINE FRIENDS A.S.A.P. Thank you. >> >> >> >>
Sat Jan 23 13:53:23 EST 1999
Alexander: Subject: ALERT - New Virus If you receive an e-mail titled : JOIN THE CREW or PENPALS, DO NOT OPEN IT It will erase EVERYTHING on your hard drive! Send this letterout to >as many people as you can..this is a new virus and not many people know about it!! This information was received this morning by IBM, please share it >with anyone that might access the Internet. PENPAL appears to be a friendly letter asking you if you are >interested in a penpal ...but by the time you read this letter it is TOO LATE. The Trojan horse virus will have already infected the bootsector of >>your hard drive, destroying all the data present. It is a self-replicating virus, and once the message is read it will AUTOMATICALLY forward itself to anyone who's e-mail address is present in your >box!!! This virus will destroy your hard drive and holds the potential to DESTROY the hard drive of anyone whose mail is in your box and whose mail is in their box and so on and on! So delete any message titled PENPAL or JOIN THE CREW ..this virus can do major DAMAGE to worldwide networks! PLEASE PASS THIS ALONG TO ALL YOUR FRIENDS AND PEOPLE IN YOUR MAILBOXES. AOL HAS SAID THIS IS A VERY DANGEROUS VIRUS AND THERE IS NO REMEDY FOR THIS..FORWARD IT TO ALL YOUR ON-LINE FRIENDS A.S.A.P. Thank you. >> >> >> >>
Sat Jan 23 13:54:12 EST 1999
Alexander: Subject: ALERT - New Virus If you receive an e-mail titled : JOIN THE CREW or PENPALS, DO NOT OPEN IT It will erase EVERYTHING on your hard drive! Send this letterout to >as many people as you can..this is a new virus and not many people know about it!! This information was received this morning by IBM, please share it >with anyone that might access the Internet. PENPAL appears to be a friendly letter asking you if you are >interested in a penpal ...but by the time you read this letter it is TOO LATE. The Trojan horse virus will have already infected the bootsector of >>your hard drive, destroying all the data present. It is a self-replicating virus, and once the message is read it will AUTOMATICALLY forward itself to anyone who's e-mail address is present in your >box!!! This virus will destroy your hard drive and holds the potential to DESTROY the hard drive of anyone whose mail is in your box and whose mail is in their box and so on and on! So delete any message titled PENPAL or JOIN THE CREW ..this virus can do major DAMAGE to worldwide networks! AOL HAS SAID THIS IS A VERY DANGEROUS VIRUS AND THERE IS NO REMEDY FOR THIS..FORWARD IT TO ALL YOUR ON-LINE FRIENDS A.S.A.P. Thank you. >> >> >> >>
Sat Jan 23 13:54:34 EST 1999
Alexander: Subject: ALERT - New Virus If you receive an e-mail titled : JOIN THE CREW or PENPALS, DO NOT OPEN IT It will erase EVERYTHING on your hard drive! Send this letterout to >as many people as you can..this is a new virus and not many people know about it!! This information was received this morning by IBM, please share it >with anyone that might access the Internet. PENPAL appears to be a friendly letter asking you if you are >interested in a penpal ...but by the time you read this letter it is TOO LATE. The Trojan horse virus will have already infected the bootsector of >>your hard drive, destroying all the data present. It is a self-replicating virus, and once the message is read it will AUTOMATICALLY forward itself to anyone who's e-mail address is present in your >box!!! This virus will destroy your hard drive and holds the potential to DESTROY the hard drive of anyone whose mail is in your box and whose mail is in their box and so on and on! So delete any message titled PENPAL or JOIN THE CREW ..this virus can do major DAMAGE to worldwide networks!
Sat Jan 23 14:08:03 EST 1999
Alex: >b> > > >Subject: ALERT - New Virus >>> > > >>> > > >>> > >If you receive an e-mail titled : >>> > > >>> > >JOIN THE CREW or PENPALS, >>> > > >>> > >DO NOT OPEN IT >>> > > >>> > >It will erase EVERYTHING on your hard drive! Send this letterout to >as >>> > many >>> > >people as you can..this is a new virus and not many people know >>about >>> > >it!! >>> > > >>> > >This information was received this morning by IBM, please share it >with >>> > >anyone that might access the Internet. >>> > > >>> > >PENPAL appears to be a friendly letter asking you if you are >interested >>> in >>> > a >>> > >penpal >>> > >...but by the time you read this letter it is TOO LATE. >>> > > >>> > >The Trojan horse virus will have already infected the bootsector of >>your >>> > >hard drive, >>> > >destroying all the data present. >>> > > >>> > >It is a self-replicating virus, and once the message is read it will >>> > >AUTOMATICALLY >>> > >forward itself to anyone who's e-mail address is present in your >box!!! >>> > > >>> > >This virus will destroy your hard drive and holds the potential to >>> DESTROY >>> > >the >>> > >hard drive of anyone whose mail is in your box and whose mail is in >>> their >>> > >box >>> > >and so on and on! >>> > > >>> > >So delete any message titled PENPAL or JOIN THE CREW >>> > >..this virus can do major DAMAGE to worldwide networks! >>> > > >>> > >PLEASE PASS THIS ALONG TO ALL YOUR FRIENDS AND PEOPLE >>> > >IN YOUR MAILBOXES. >>> > > >>> > >AOL HAS SAID THIS IS A VERY DANGEROUS VIRUS AND THERE >>> > >IS NO REMEDY FOR THIS..FORWARD IT TO ALL YOUR ON-LINE >>> > >FRIENDS A.S.A.P. >>> > > >>> > >>> >>>>>>>> > >> Thank you. >> >> >> >> > > > > >
Sat Jan 23 14:08:35 EST 1999
Alex: >b> > > >Subject: ALERT - New Virus >>> > > >>> > > >>> > >If you receive an e-mail titled : >>> > > >>> > >JOIN THE CREW or PENPALS, >>> > > >>> > >DO NOT OPEN IT >>> > > >>> > >It will erase EVERYTHING on your hard drive! Send this letterout to >as >>> > many >>> > >people as you can..this is a new virus and not many people know >>about >>> > >it!! >>> > > >>> > >This information was received this morning by IBM, please share it >with >>> > >anyone that might access the Internet. >>> > > >>> > >PENPAL appears to be a friendly letter asking you if you are >interested >>> in >>> > a >>> > >penpal >>> > >...but by the time you read this letter it is TOO LATE. >>> > > >>> > >The Trojan horse virus will have already infected the bootsector of >>your >>> > >hard drive, >>> > >destroying all the data present. >>> > >
Sat Jan 23 21:39:44 EST 1999
Omar: Brazil's case is similar to Mexico in 1994 except that Brazil still has reserves. Both governments are corrupt and inept, have a sick populist bias but NEED international financing and will pass necessary measures. UMS 26 are trading above par, Brazil 27 should reach this level when things calm down a bit. Greetings
Sun Jan 24 05:34:56 EST 1999
anonymous: fully agreed,but maybe we get 20%+ yields on the BRZ27,waiting some time doesn't hurt,rgds.Fred
Sun Jan 24 09:47:39 EST 1999
anonymous: To Omar: It is absolutely not true that Mexico is comparable with Brazil as far as the government is concerned. Look only at the country itselft: in Mexico good roads, clean cities (most of Mexico City is very clean and safe today), the turisme industry is working perfectly in Mexico: Cancun is a extremely well organized place, Mexicans are effectif and very open to turists,. They are hoest, too. One example: In the Four Season's Hotel in Mexico City they make a exchange rate for your $ which is better than the best rate you can get in a bank... The government is able to resolve big problems as you have seen in the last 4 years. Unfortunately nothing of this all in Brazil: Nowhere a turist developpment, no roads or only the worst ones, nothing is dome for or against the favelas, you can't simply not compare Mexico to Brazil. Furtheron: Mexico is in the Nafta and has a long boder with the USA. Really, nothing to compare. If you do not believe me, go to see.
Sun Jan 24 14:59:06 EST 1999
anonymous: privietstvie iz Rossije,Yevgenij P.
Sun Jan 24 16:36:36 EST 1999
Omar: I'm sorry anonymous but I disagree with you, sadly Mexico's governement is just as rotten as are many other in our countries. Mexico City's crime is just as bad as Rio's, poverty in Mexico's "ciudades perdidas" is also as bad as the "favelas". The only reason why the bureaucrats got their act together in the last 4 years was because they had the international finance community hoding them by the balls, those clowns couldn't care less about the country or the people, just thnk: when have you seen a poor ex-politician in our countries ?, they all star with nothing and end up obsenely rich. I have been to Mexico City and Rio many times as well as in other cities in both countries and can tell you first hand: corruption has infected them badly. My comment though was not to equate the social-political structure, just to point that Brazil's financial crisis today CAN be overcome just as Mexico's was. Mexico has NAFTA but Brazil has its huge size, so I think that both are quite a concern for the US. Saludos
Sun Jan 24 17:13:26 EST 1999
anonymous: Tell me anonymous, where is there a Cafe Foto in Ciudad Mexico ? Where can you have as much fun as Antiquario??? Tell me, I will be visiting Mexico in 2 weeks... Bankrupt but happy.
Sun Jan 24 17:16:13 EST 1999
anonymous: Not even a good MASSAGE place in C. Mexico, much less a Cafe...Cristina
Sun Jan 24 20:23:59 EST 1999
anonymous: what, you go both ways cristi ?
Sun Jan 24 21:00:12 EST 1999
anonymous: if you think that Antiquarius or Foto Chart pays you your interest or your principal of your Braziailian Bonds, or that a Massagist pays them, then go ahead and buy Brazilian Bonds. I do not speak about the easy way of life in Rio, I have an apt here and I love it very much. But when I think of my money, I would prefer to place it in Mexico or even in Russia, because the people who get it and who have to pay it back, i.e. the governments are in these countries more sympathetic to me than the Brazilian. Got it?
Sun Jan 24 23:15:25 EST 1999
anonymous: Of course you are from Rio, you are jealous of Cafe Foto and Antiquario, in Rio only run down places. Brazil will always do what it can to pay, Russia is a JOKE they don't care even if they could pay they wouldn't if they cld get away with it. Pls RECOMMEND some places in MIAMI and MEXICO... THANKS THANKS
Mon Jan 25 04:50:00 EST 1999
anonymous: beware of helena, c(h)ristina and even lisa! these board is spoilt by ralf vielhaber. confidence in names is ruined by his faking.
Mon Jan 25 06:13:30 EST 1999
anonymous: sure,Ralfie likes calling himself female names.I wonder why???? Honi soit qui mal y pense.Regards Y.Sokolov
Mon Jan 25 06:24:15 EST 1999
anonymous: <<Brazil will always do what it can to pay, Russia is a JOKE they don't care even if they could pay they wouldn't if they cld get away with it.>>well,friend,not completely,I guess the Russians have learnt their lesson....look at the continiuing negotiations with the IMF.And please don't forget,Brazil didn't have 70 years of communism behind,rgds.Alfred
Mon Jan 25 08:34:31 EST 1999
anonymous: this is obviously the BORING RALPHIE VIELHABER bulletin board, and there are not even any Mexicans in here since you can't get any recomendations for a good MASSAGE in Mexico City to pass the stress of C-Bonds at 30... I guess Spanky has no idea of what a "great" massage is....
Mon Jan 25 08:55:20 EST 1999
anonymous: Brazil C's are trading with a 49 handle, support levels are being tested and broken. Safer to be short! trader PS: Who cares about your cafe or massages, talk about the market!
Mon Jan 25 10:07:40 EST 1999
JMC: I would agree, when I first started looking at these comment there was more genuine input from market participants and less cat-calling and talking about bordello's. I would like to here some real views on the direction of Mexico and Argentina - I have good experience of Asian markets if I need a Massage.
Mon Jan 25 10:10:39 EST 1999
Alexander: what massage???This looks more like a real good haircut to me!!!
Mon Jan 25 10:16:20 EST 1999
Alexander: Hi JMC,sorry for the unbusinesslike remark,Argentina seems to be RELATIVE stable due to the dollarization talk and Mexico seems to have some protection through its NAFTA association,I guess we slowly move towards BUY PRICES.
Mon Jan 25 10:56:21 EST 1999
optimist: alexandre: of cos Argie is on its way to $ denominated economy... But you forgot to ask Mr Greenspan if he minds at all..
Mon Jan 25 11:00:50 EST 1999
Alexander: good point,but Mr.Greenspan likes alive Argentina more than dead Argentina,I GUESS....what is your opinion on the RusFed28 and RusFed18 now,buy or wait some????
Mon Jan 25 11:03:41 EST 1999
optimist: I am sorry for unconstructive critics... the case is that theres no place for unhedged trades in Latam now, No SUR AM country in particular presents good value now, hence if you like Argie its most logical to sell BRZ against it !! (the question is hedge ration of cos!)
Mon Jan 25 11:18:46 EST 1999
anonymous: Hi GIRLS. It's Spanky. It looks like we are getting to the 30 handle sooner than we thought. The tide is going out of emerging markets and it looks like you all are swiming naked. Get with it, the official sector wants to trap you all.
Mon Jan 25 11:20:57 EST 1999
Alexander: I buy the bonds for the yield,if it drops,I buy more,NO MARGIN,NO LEVERAGE. What about the RusFed????Buy or wait??
Mon Jan 25 11:25:35 EST 1999
anonymous: wieso nennst Du Männer immer "GIRLS"??? Wenn Du GIRLS suchst,dann sag es doch, wir hätten einige andere Websites für Dich!!!Lass die Bonds mal unsere Sorge sein, und mach mal schön weiter mit Deiner Volkshochschule:English for beginners und Deinem Fuchsbrief.Trotzdem,schöne Grüsse
Mon Jan 25 11:40:31 EST 1999
anonymous: <<swimming>>schreibt man mit zwei "m",und nicht mit einem. Und sowas nennt sich Herausgeber beim Bertelsmann-Verlag!!!! Hausmeister bei Bertelsmann wäre besser............SCHANDE!!!!!
Mon Jan 25 11:42:57 EST 1999
optimist: Alexander: talking about buying one asset out of another only technically has something to do with leverage (IMHO). As to Russian euro's, I think theres sence in buying longer duration now. but if you have further sell off in Latam, you gonna see lower indications on euros of cos, so dont buy the whole bulk now!I personally trying to get 28th on the left side of the market now , and dont have much sucess to be honest.regards
Mon Jan 25 12:11:50 EST 1999
Alexander: thanks,Opti,exactly what I thought and said,Brazil still too high, but Russia gets interesting
Mon Jan 25 12:44:39 EST 1999
anonymous: Ich bien eine defaulter.. Pedro Malan
Mon Jan 25 12:52:15 EST 1999
anonymous: True fiscal reform is the medicine for Brazil rather than wasting reserves to support the reais.
Mon Jan 25 12:58:05 EST 1999
anonymous: Hi GIRLS I advise MASS SUICIDE NOW !!!, my psychic told me to buy gold again and my astrologer wants me to save food for the Y2K apocalypse !!!. Spanky
Mon Jan 25 13:07:32 EST 1999
anonymous: Imitation is the best form of flattery.
Mon Jan 25 13:18:52 EST 1999
anonymous: Spanky imitator (MASS SUICIDE): I think you are jealous and scared because Spanky has been, and is right, so far. He may not be the most graceful person, but it is very interesting to watch the responses to his comments. I conclude that this market is full of a bunch of ignorant, long, and soon-to-be unemployed bulls. I still believe in place called hope, unfortunately is ain't in the emerging markets at this time.
Mon Jan 25 13:31:12 EST 1999
anonymous: ralf is imitated best by himself, blubbermouth.
Mon Jan 25 13:34:23 EST 1999
anonymous: Thanks for the support anonymous, I also believe in a place called hope and that is that all of you fools go back to GOLD. Are you like me a believer in the Tooth Fairy ?. Luv'ya Spanky
Mon Jan 25 13:37:03 EST 1999
anonymous: Ralfie is the real imitator. STOP IMPERSONATING ME NOW !!!. Elvis
Mon Jan 25 13:48:07 EST 1999
anonymous: jetzt hats Dich ganz erwischt,Ralfie,total hinüber,oder was??? Erinnere Dich bitte mal daran,wie Du jahrelang die Anleger in marode Goldminen gejagt hast und wie Du die Homestake Mining mit $31 sowie die Newmont Gold mit $71 in Deinem Fuchsbrief empfohlen hast!!! Und sowas will hier Ratschläge geben???Mensch,Junge,bleib mal auf dem Teppich
Mon Jan 25 13:52:07 EST 1999
anonymous: wo denn?? wie denn?? was denn?? Gold???$288,nix ist mit Gold!!!!
Mon Jan 25 14:21:11 EST 1999
anonymous: and who recommended Driefontein Cons. at $16 2 yrs ago????? Right,Fuchsbriefe did!! Loss to date 77%,come on,boy!!!!
Mon Jan 25 14:26:09 EST 1999
anonymous: Can't get 'em all right. But good money management can still make you rich even if you're wrong 80% of the time.. Spanky
Mon Jan 25 14:30:30 EST 1999
anonymous: Jeder macht Fehler,AUCH DU!!!! Und wenn mal bei jemandem was schief geht,nicht gleich gehässig werden,morgen kanns bei Dir reinhauen,es sei denn,Du bist ein Trockenschwimmer,Grüsse aus Chile
Mon Jan 25 14:36:00 EST 1999
PILLX: The Brazilian government itself defaulted on local currency debt,not once but twice in the last 15 years.The most recent default occurred in 1990, during President Fernando Collor de Mello's first week in office.The new government declared a three-day bank holiday,effectively blocking inflation adjustment on all outstanding Treasury bills.This move shaved 8 percent off of Brazil`s total domestic debt and a special capital levy cut another 9 percent.Significant interest rate relief was also part of the restructuring package and,at one point,the government froze nearly 70 percent of the private sector's financial assets.
Mon Jan 25 14:37:44 EST 1999
anonymous: Thanks,that explains the capital flight.They know their Gov't!!
Mon Jan 25 14:40:20 EST 1999
anonymous: To Alexander: I think Russia 18 is a good buy. It is still quite cheap, finally the cheapest of all Russia Bonds.
Mon Jan 25 14:44:01 EST 1999
anonymous: Thank you, Pillx, to bring once more real information. All this Ralfie and Spanky Gequatsche is so borring, stupid and vulgar and has really nothing to do with bonds or emerging markets. Just einfältig.
Mon Jan 25 14:46:34 EST 1999
anonymous: That's the problem with any local government debt, it can still be manipulated by beaurocrats.
Mon Jan 25 14:49:17 EST 1999
anonymous: <<01-25-99 Anonymous: Thank you, Pillx, to bring once more real information. All this Ralfie and Spanky Gequatsche is so borring, stupid and vulgar and has really nothing to do with bonds or emerging markets. Just einfältig.>>its boring,not borring!!! But it was important to get Ralfie back to reality,rgds.
Mon Jan 25 14:49:58 EST 1999
anonymous: has anybody the agenda of this year's lyford cay investment conference?
Mon Jan 25 14:59:45 EST 1999
Omar: If you have confidence on Russia's ability/will to service Euros, wouldn't you prefer the longer maturity Russia 28 vs Russia 18 ?
Mon Jan 25 15:41:18 EST 1999
unpourtous: Omar: yes the longer maturities are the place to be. I favor the '28 because it is putable in '08.It tends to trade like a 10 year bond with a 20 year call option thrown in for nothing. Compare to the '07. With the '28 you get more yield, only one more year to maturity/put, and a call option.
Mon Jan 25 16:39:49 EST 1999
Alexander: Longer maturities (RusFed18/Rusfed28) are the most interesting, so they at least have no problem with the principal for some years,thanks & rgds.
Mon Jan 25 16:47:18 EST 1999
anonymous: Brazilian Minfin dismissed rumors the government would seek to centralize foreign currency trading, noting that the country's reserve levels stood at $36 billion. "There is no reason to talk about centralization when the country today has $36 billion,"
Mon Jan 25 19:08:58 EST 1999
anonymous: boring or borring...... it is sh.... or, how I said, not only boring but borrrrrring.
Mon Jan 25 19:56:15 EST 1999
anonymous: Hey, Shhhpanky, how does the irrelevant but stubborn Argentine Peso look from your anti-Armaggedon bunker? And also, who are these misinformed market-cheerleaders who think you are a German jounalist? Shylock.
Mon Jan 25 20:38:53 EST 1999
anonymous: Hey Shylock: The last time Argentina went off a convertability program was in 1929. Should I say more. I can assure you, we will see a 5,000 handle on the Dow sometime this year. So, Shylock, draw your own conclusions -- then dwaw your money out of Argentina. Jackson.
Mon Jan 25 22:15:03 EST 1999
anonymous: omar=clown=jerk, keep your mouth shut TONTO!!!
Mon Jan 25 22:24:44 EST 1999
anonymous: Here is what the Pope has to say: "The foreign debt is a whip that is lashing the poorest people in Latin America," "It's unpayable because indebted countries have fallen into insolvency and no matter how many times it's renegotiated, there will be no way to repay it," Juan Pablo
Tue Jan 26 01:59:45 EST 1999
Omar: I don't know what I said that bothered you so much Anonymous, I like to exchange views and I respect substantiated opinions even if I don't agree with them, but this is hardly the place for a coward that won't even use a name to insult, so get lost loser.
Tue Jan 26 02:37:40 EST 1999
anonymous: this is unreal !!!.one quotes the Pope - spanky uses a psychic - shylock must be on drugs !!! - what's with facts and analysis people ??????????
Tue Jan 26 03:31:54 EST 1999
anonymous: hi Juan Pablo,it was the Popes and the churches and the conquistadores who murdered millions of indios and plundered the wealth of South America,you hypocrit!!!!rgds.Fred
Tue Jan 26 03:36:32 EST 1999
anonymous: << I can assure you, we will see a 5,000 handle on the Dow sometime this year>>and on German ntv-television you assured everybody that the DAX would fall to 2000 whan it was at 3500.After that the DAX rallied to 5500. Fakten,Fakten,Fakten...und an die Leser denken!!!
Tue Jan 26 03:40:08 EST 1999
anonymous: ralf is just painful - he is satisfied if the board is in disorder. the community will stand this people's enemy!
Tue Jan 26 03:42:25 EST 1999
anonymous: <<boring or borring...... it is sh.... or, how I said, not only boring but borrrrrring.>>and ???was that all you can say on this site??Some comment on EM Bonds,please??
Tue Jan 26 03:44:07 EST 1999
Alexander: but he has the right to his opinion,if he adheres to the rules of politeness,greetings to all
Tue Jan 26 03:52:16 EST 1999
anonymous: don't sleep with slobodan, saddam or even ralf
Tue Jan 26 03:55:47 EST 1999
anonymous: <<don't sleep with slobodan, saddam or even ralf>>WHAT???
Tue Jan 26 03:57:39 EST 1999
anonymous: when you treat tyrants as equals, you give them the upper hand.
Tue Jan 26 04:29:06 EST 1999
anonymous: that is true,however we cannot put Saddam and Milosevic into the same pot due to historical events.And our Ralfie is more of an amusement,but sure no "tyrant"!
Tue Jan 26 05:06:43 EST 1999
anonymous: y o u r ralfie made many participants leaving this forum not for his contrarian views but for his lack of style & conduct. i do appreciate contrarians like davidson/rees-moog/faber/ prechter, they are committed to work instead of trying to sink the colors.
Tue Jan 26 05:17:12 EST 1999
anonymous: 1)that isn't MY Ralfie 2)why didn't you complain to bradynet@bradynet.com 3)I saw worse and more vulgar comments by others than Ralfie
Tue Jan 26 05:18:05 EST 1999
anonymous: amusement - appeasement
Tue Jan 26 05:21:30 EST 1999
anonymous: if you knew how he got kicka***es by me!!!!......maybe you should read the english AND german comments!!!!!rgds.Y.Sokolov
Tue Jan 26 06:21:20 EST 1999
optimist: Reason to buy Rus. euros: In 1998 99% of dedicated emerg mkts funds underperformed EMBI+. They are losing credits. Major brokers lost more moneys than their 'model portfolios in emg. mkts' Not cos of their unprofessionalism , but due to loss of illiquidity and heavy overweights of 'the then rotten credits'. right now those funds and banks lost credibility in their investments. What they do is - adding relatively good performers from asia to Latam/East Europe books. It works just so far. recent events showed Korea may tumble, as well as Thailand. Theres only 1 way for them to improve performance: based on illiquidity paradigm to buy East europe , with heavy overweight of Rus. assets valued in cash terms like last year leverage on the same assets. While Latam unstable and tumbling Rus bonds can hardly go lower. worst to happen in Russia - loss of liquidity in prices, which is not equal to loss of value. Go North, regards. (buy 01,07,28)
Tue Jan 26 06:34:47 EST 1999
anonymous: yuri sokolov, teflon-ralf can't be impressed by a kickass like such for his narcism.
Tue Jan 26 06:38:59 EST 1999
anonymous: one LAST comment on Ralfie,if you had followed the/his advise regarding GoldMining Stocks you would have been broke about 65times since 1980,and that's what was told to him yesterday!!!!! Hi,Opti,as usual 100% agreed!!!
Tue Jan 26 06:40:03 EST 1999
anonymous: good bye.
Tue Jan 26 09:30:12 EST 1999
anonymous: Worries that dollar supplies in the market were running low amid a continuous wave of dollar outflows, were putting pressure on the real, which has depreciated by 37.5 percent since Brazil relaxed its rigid forex policy
Tue Jan 26 09:39:29 EST 1999
anonymous: Brazil has foreign currency reserves of $36 billion, the obligations of the Republic do not pass $12 billion. That means that if Brazil does not do any foreign borrowing, they still end these 12 months with reserves at about $24 billion
Tue Jan 26 09:46:09 EST 1999
JPC: Brazil stocks jump more than 5 percent. C's quoted @ 51.50 - 52.25
Tue Jan 26 10:03:46 EST 1999
anonymous: People are very bearish on Brazil; no one will touch it with a 10-foot pole. I'm buying Brazil's discount bonds because they're are<BR> more than 30 percent collateralized by U.S. Treasuries. At prices of 50 bid and 51 offered, the risk premium for Brazil is under 20 percent of par and that's cheap compared to Russian principal notes that are in default at 6 percent of par. Uri V.
Tue Jan 26 10:04:14 EST 1999
anonymous: People are very bearish on Brazil; no one will touch it with a 10-foot pole. I'm buying Brazil's discount bonds because they're are more than 30 percent collateralized by U.S. Treasuries. At prices of 50 bid and 51 offered, the risk premium for Brazil is under 20 percent of par and that's cheap compared to Russian principal notes that are in default at 6 percent of par . Uri V.
Tue Jan 26 10:07:59 EST 1999
anonymous: http://quote.yahoo.com/m2?u right,check UBB/ELP/TBR/TBH etc. rgds.Charles
Tue Jan 26 10:15:29 EST 1999
anonymous: Thks Alex !
Tue Jan 26 10:16:51 EST 1999
anonymous: with pleasure!!
Tue Jan 26 10:31:22 EST 1999
Alexander: http://quote.yahoo.com/q?s=ara+elp+ubb+emt+bwp+tbh+tmx+tne+vnt+rtb+tsp+tcs&d=v1 .....and check that,rgds.

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