Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: GROUND ZERO™ who wrote (2013)	7/4/1997 6:01:00 PM
From: HH	of 94695

Ground ZEro Ground Zero: I think youre observations and experience in the bond market are a real insight. I agree long bond would be the best and most rewarding to be. Its insightful to view the flight to safety prior to or simultaneous to a market correction.( correction may indeed be an understatement) The thing that has got me concerned with long bond is the Japanese statement recently. Their implied action restricts any signficant drop in rates. The dollar will surely come under pressure as the Japanese economy perks up.I still take the Japanese PM at his word. That was not loose talk. It is also possible that the economy not as weak as i think and the the full employment scenario will start popping with inflation. The economy seems to be walking a fine line. On the one hand we could be spiraling into deflation (my belief)and on the other , full employment could work like the text books say. Either way is not pretty for stocks. My problem is that I am so instinctively against these high p/e that when a readjustment occurs it will take all equities with it. Valuations have a life of their own and if , for example COKE looses half of its valuation, suddenly other stocks by comparison dont look as attractive HH

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