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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 671.91

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Nov 14 4:00 PM EST

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To: donald sew who wrote (16873)	6/11/1999 3:13:00 PM
From: Trey McAtee	Read Replies (1) of 99985

don-- i am thinking 6.15% plus or minus 2 basis points. that is about as far as i think they will let it go. its just too obvious and people are really scalping on the short side, getting way too greedy. was thinking about banks earlier today... the bonds are getting out of whack with where the feds rates are. maybe this will be good for financials instead of hurting them. by driving up bonds, they are making it more profitable for banks to loan money. here is some more info...one of the posters on the DCLK thread posted it here i think... there is finally an analyst (keith benjamin at BB RS) who appears to get it re: rates and where they would have to be to cause a shift out of equities. his estimate was a little higher than mine, but still pretty close. basic point, we have to see bonds at or above 10% for it to be worthwhile to shift from equities to debt. good luck to all, trey

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