Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.66

-1.0%

11:02 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: marginnayan who wrote (103003)	8/19/2001 10:52:51 AM
From: Jim Willie CB	Read Replies (2) of 152472

successful bond fund managers are very sharp and worth listening to they are far more expert in analyzing the economy than the gaggle of gongbonging so-called economists most economists are either politically biased (thus mere cheerleading hopers) or beholden to heretic indefensible principles (thus bad statisticians) those who mock bond managers forget that they must be expert in analyzing the entire business cycle they may not have a tight grip on stock sectors but they have the best grip on the business cycle, stalling tendencies, and recovery likelihood the smartest among the bunch is Grant from "Interest Rate Observer" is he biased? is he worth listening to? he has a sterling track record going back a few decades I read 80-85% of economists get it very wrong I read that Grant gets it right at least 90% of the time Gross is one of the best watch money supply liquidity rising dangerously watch the declining USDollar the former will help stocks temporarily someday soon the latter will hurt stocks in a more immediate manner money supply growth (like 1993) is building volcano forces that should be visible in gold stocks soon but only after a low is rather clearly understood I wont be surprised if I hear that by 2003 GreenJerk is raising interest rates to ward off "perceptions" of inflation evident in mining shares and gold prices as the US$ comes down, gold will rise in Euro currency terms THAT WILL BE THE TRIGGER FOR GOLD STOCKS AND XAU GreenBoink's rate rise in 2003 would pinprick goldbug inflation expectations but would revive a flagging USDollar (rates are akin to dividends) and would stall any stock major average recovery (like 1994) we may see a strange twisted repeat of 1993-94 but with a more moribund economy as a backdrop since more moribund, gonna take more liquidity AND A BIGGER VOLCANO TO COME PERHAPS / jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next