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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: marginmike who wrote (51391)12/26/2000 9:17:23 PM
From: pater tenebrarum  Read Replies (2) of 436258
 
well, the stock market sure doesn't expect a recession. otherwise the Dow would already trade 2000 points lower. note that the NAZ has only given back the blow-off that Greenboink induced with his y2k money printing extravaganza. it remains ABSURDLY valued. so according to stocks, no recession is coming. according to the yield curve inversion it's now an absolute certainty (i.e. the twin requirements, a negative curve slope for govt. debt and a positive curve for corporate debt have persisted for over 6 months - that has been followed by a recession every time it has occurred).

the bond market is no doubt predicting a SEVERE recession. in fact the entire credit market landscape is exhibiting stresses that indicate one is on the way. just look at credit spreads...they indicate recession type default risk being priced in.

Bronson prediction for corporate earnings:

<<Yep, we agree, Jas, so I've attached our latest updated chart
of corporate earnings growth, and our broadly highlighted
expectations for the coming earnings recession. The softening,
slowdown, and squeeze have occurred and the contraction and
crunch, if not collapse, are coming.

Bob Bronson
Bronson capital Markets Research>>

chart:

csf.colorado.edu
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