Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Perspective who wrote (8524)	6/30/2004 3:21:55 PM
From: mishedlo	Read Replies (1) of 116555

From Plunger on the FOOL..... I thought K-Fall was the disinflationary time when assets go up because of the naturally reducing interest rates. 1980 to 2000. So we are still early in winter just here. This is the season when assets stop going up because of disinflation and reducing interest rates, but stocks now go down because of reducing profits. That is ... that is what they want to do. But Fed's reflation efforts have obviously distorted things. However the tendency now is for stocks to fall. Thus the Fed won't get far raising rates and bonds are still firmly in a bull market. IMO. It's not till K-spring that commodities are the big buy, and that's 10 years away. Plunger.

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