John Pitera's Market Laboratory Message Board

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Strategies & Market Trends : John Pitera's Market Laboratory

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To: Joan Osland Graffius who wrote (5062)	11/16/2001 1:39:48 AM
From: Mark Adams	of 33421

I don't know how I missed it quotes.ino.com quotes.ino.com I saw PCU had jumped, but didn't connect improving copper prices quote.yahoo.com So- we have basic metals moving higher, interest rates on treasuries moving higher, and energy moving lower. Thesis: lower energy prices will improve economic growth going forward, creating an environment with better alternatives for capital deployment. Bonds reacting to a decrease in risk aversion (also witnessed by the strength in equities) by dropping in price, despite the anti-inflationary impact of lower energy costs near term. Money isn't fleeing from bonds, rather to alternate investments. And I thought it was my long awaited capitulation. <g>

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