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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Crimson Ghost who wrote (91944)7/5/2001 9:10:13 AM
From: Frank Pembleton  Read Replies (1) of 95453
 
George, I finally got around to reading that Yardeni document. I was surprised to find that Yardeni's - Fed's Stock Valuation Model to be quite simplistic, and easily understandable.

My only concern is how bullish the stock/bond valuation model is, when the market is 20% overvalued, he recommends 60% stocks, 40% bonds. By what I've seen on this thread, most of the participants are at least 50% cash (including myself).

Thanks for the link.

Regards
Frank P.
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