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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Carl R. who wrote (6261)6/24/1999 10:42:00 PM
From: Justa Werkenstiff  Read Replies (2) of 15132
 
Carl: Re: "Not so. Equity valuations are highest when inflation is stable."

Not so <g>. If inflation is stable at 20% but unstable at 3%, equity valuations as defined by P/E would be higher in the latter scenario. I know I took some liberty with the word "stability" and how you might be referencing it <g>.

Re: "Raising short term rates may harm equity valuations short term, but not raising them and allowing inflation will harm them much more long term."

Now that sounds good to me. I did not address the time frame issue in my post. I was thinking short term. Isn't that all that matters anyway?
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