John Pitera's Market Laboratory Message Board

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Strategies & Market Trends : John Pitera's Market Laboratory

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To: Augustus Gloop who wrote (8239)	9/12/2007 10:38:57 PM
From: John Pitera	Read Replies (2) of 33421

AG, I honestly expect that this situation can not be managed in terms of supporting the US equity market, while supporting the USD and keeping raw commodity inflation contained. This is the portion of the cycle where we get hit from a declining USD, rising commodity rates and a contraction in S&P 500 operating earnings and thus a contraction in both the PE Multiple and a downtrend in equity prices. I feel fairly strongly about this. John

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