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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: limtex who wrote (35104)11/21/2000 3:17:27 AM
From: chaz  Read Replies (2) of 54805
 
limtex,

you wrote: Have you takne a look at the Corporate Bond Market? It looks to me like the beginnings of real trouble.

Most of us probably understand the inverse relationship between bond prices and interest rates, but this is an area that is hardly ever discussed here because most corporate borrowing is not done by GG-type companies, who frequently have zero debt.

However, to the extent that corporations who do borrow are the GGs customers, we could be impacted...as you say...the beginnings of real trouble.

If this is an area in which you have some knowledge, please give us the benefit of your observations and your view of what the trend portends.

Chaz
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