SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Portfolio Construction
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Chiu who wrote (649)9/19/2007 2:11:04 PM
From: Keith Feral  Read Replies (1) of 1964
 
A seven year bear market has brought down the valuation of the market from 60 PE to 18 PE. The last round of FED cuts did nothing to help equity prices because of the stock bubble. This time, I expect better stock market performance during the lowering of interest rates since the valuation is so compelling. Finally, the FED is going to give investors a chance to improve savings and investment since they are lowering interest rates to help the weak housing market. That will drive multiple exansion as the high yielding stocks in the interest sensitive parts of the market to lead the rally - banks, financials and utilities, reits, etc... Also, growth and technology should be doing better. Even energy and materials should benefit from better demand. Seems like everyone is going to benfit from the end of tight monetary policy from the FED.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News