Heinz Blasnik- Views You Can Use Message Board

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Strategies & Market Trends : Heinz Blasnik- Views You Can Use

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To: Perspective who wrote (2213)	6/9/2003 2:52:01 PM
From: LLCF	Read Replies (1) of 4905

<Over the long haul, the relation to earnings stream gives stocks some inflation-hedge potential. And if you are short them, you can lose as the dollars you produce on the short sale are devalued away. > That assumes the stocks rally vs the devalued $. <but as long as rates are pinned by AG at zero, the valuation will be pinned where it presently is, near infinity.> 1.) I wouldn't want to have money on that. :) 2.) The fed really has little control over longer term rates... risk spread could simply explode. If corporate bonds are 1000bps over treasuries, those stocks would get creamed. DAK

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