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Strategies & Market Trends : Bonds, Currencies, Commodities and Index Futures
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To: Casaubon who wrote (11736)6/1/2007 10:09:12 PM
From: robert b furman   of 12411
 
5 % a given and if tech takes on a leadership rotational role with global growth of 3-5% in developed coountries and 7-9%in emerging countries we'll see 7-8 % fed rates in 2-3 years and that's when we leave the bubble stocks and buy 10 year ladders in bonds -not for the yield but for the capital gains plus the yields.

JMHO

Bob
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