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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: Perspective who wrote (9021)7/10/2004 11:21:26 AM
From: mishedlo  Read Replies (2) of 116555
 
A key identifying trait of K-winter is the anticorrelation of stocks and bonds, which clearly started in 2000.

Then what do you make of the EXTREMELY tight correlation of stocks and bonds for the past 1.5 years? That correlation is finally ending now. Virtually every asset class rose vs the US$. Stocks, bonds, treasuries,, oil, metals, soybeans, housing.

Is it possible the K-Winter is just now starting or was disrupted (temporarily) by mammoth reflation efforts for 2 years?

M

Mish
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