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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives
SPY 689.490.0%Jan 8 4:00 PM EST
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To: kimberley who wrote (112284)10/10/2018 11:28:07 PM
From: robert b furman1 Recommendation

Recommended By
kimberley

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Hi Kim,

What is not being discussed now is the "Great Rotation".

If inflation remains tame, and the yield goes up (fed funds rate increases), bond prices go down.

As portfolios reflect the bond loss, a selling of bonds and the transition to the equities is a good possibility imo.

I expect that oil will cause some inflation. Fortunately we export much now and the rest we retain internally. That money used to go to the Middle East.

I see what fracking is doing when viewing the Houston market (the world's oil tools are all made there).

Oil tool makers are up over 50 % in the last year i.e. NOV

A bigger systemic event is more serious.

If that is not the case - I'm long and strong buying dividend yielders - no problem.

Thanks for the good read !

Bob
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