SI
SI
discoversearch

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.
Strategies & Market Trends : Zeev's Turnips - No Politics

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Crimson Ghost who wrote (13661)12/14/2001 7:24:35 PM
From: pompsander  Read Replies (1) of 99280
 
George: Maybe market is telling everyone we believe the Fed is powerful enough to get a recovery underway, or to pump so much liquidity into the system while forcing short rates down that some kind of jolt forward is going to take place. Sure does not look like the long(er) end of the yield curve believes the worst is still ahead, or even that existing weakness will continue for very long at all.

If so, are we not transitioning right now and an effort to look at valuations difficult? The E of the P/E seems to be believed by the Street to be coming (or at least demand for capital in coming) and if this is just a transitory snapshot where the E is gonna go up and the D (demand for capital) is gonna go up....where do you place your bets?

Edit: Trading appears pretty thin, too, so I don't know if the price swings can be read too clearly.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext