Zeev's Turnips - No Politics 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.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (15297)	12/20/2001 11:44:09 PM
From: John Madarasz	Read Replies (1) of 99280

Zeev, i agree...however When you say " fed tightening", i believe you are you referring to interest rates and not money supply? I'm guessing you mean rates... i was actually referring to the FED money supply, creation of credit and liquidity injection. The new risk now is inflation, among other things... and it could pass the point where the Fed is no longer capable of a rescue by simply adding more liquidity. The point exists... and of course only the FED knows that point, but Open Market Operations of late have shown some pulling back in this regard, as the excess credit sloshing around in the system has obviously found it's way into the market. I believe the consumer is hereby tapped and suitably strapped right now, the rebound is already placed squarely on those shoulders...and the load is unbearable. Something has to give, i believe it will be valuations in equities and the U.S. $, and i think it will happen sooner than the middle of next year. Best, JM

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next