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The main point in the present context is that "assets" are overvalued
because of the labor theory of value. To say that capital flows here
because of unlimited investment possibilities flatly contradicts and is
incompatible with any labour theory of value. >>
You know behind every fundmental analysis lurks the LTV - any finance text has a whole chapter on operating leverage and unit labor costs. However, right now it is impossible to gain any short term insight from Marx about the OTC - the LTV will eventually re-assert itself, but right now the speculative hype dominates.
jason