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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 334.92+1.5%Nov 10 4:00 PM EST
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To: MrGreenJeans who wrote (114)7/7/2000 3:36:39 PM
From: Hank Stamper  Read Replies (1) of 10065
 
Mr. GJ,
There has been discussion of q3 and q4 showing slower earnings growth. That makes sense to me. So, I go from there to the conclusion that the market will respond in anticipation during late summer and the fall.

Say rates peak in the fall. Assume no inflation.

Then, I think to myself: how long before rates drop sufficiently and/or earnings recover to put broad upward bias on the market? I come up with the answer of spring at the earliest and likely much later.

my 2c.

Ciao,
David Todtman
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