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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: AC Flyer who wrote (18012)4/10/2002 9:48:35 AM
From: marginmike  Read Replies (1) of 74559
 
what he is saying that inflation is inevitable if the fed doesnt act, which means high long term rates. If they do act it means debilitating recession. In either case profits and stock prices will not act well. In the best case scenario under his assumptions one should be heavilly long comodities, and short bonds and stocks.
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