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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.55+0.2%Dec 5 9:30 AM EST
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To: GST who wrote (61974)6/12/1999 12:17:00 AM
From: Ted David  Read Replies (3) of 164684
 
Stupid?

I said I thought a fed tightening was priced into the market already because the bond yield had already backed up about 100 basis points...indeed that it is pricing in way more than an expected 25 Bp move. Price goes down as yield goes up. Pricing in a tightening would see yield go up and price go down. And that is just what we have seen.

And as for equities, my point is that they had overdone a sell off and had also priced in well more than a 25bp move. Thus, if all we get is a 25bp move.. conceivably we could get some sort of relief rally. It has happened before any number of times.. and this has been said over and over on our air by many portfolio mgrs and others.
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