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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 662.63+0.4%Nov 19 4:00 PM EST
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To: bobby beara who wrote (36479)1/3/2000 4:29:00 PM
From: Rarebird  Read Replies (1) of 99985
 
Bobby, I know bears like you have been suffering deeply and losing their mind lately. Let me offer my condolences. It's certainly a Brave New Insane Internet World Out there.

Now your not going to tell me that the whole cycle has been permanently repealed. That remains to be seen. The way I see it we are now funding this Internet rally through the Bond Market. Let's try to be rational here in the twilight zone: At some point the rising yield on the 30 Year Bond and further increases in the Discount Rate are going to kill these stocks.

Do you really think Yhoo, Aol, CMGI are going to continue to go up like this with a 7.25%-8% long bond yield and a Discount Rate 50-100 basis points higher?

I know there is despair in my Bobby Beara land, but there is a limit to how much longer this can continue.
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