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Politics : Idea Of The Day
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To: Cynic 2005 who wrote (12730)10/24/1997 4:21:00 PM
From: Al Serrao  Read Replies (1) of 50167
 
Mohan, I have felt for over a year that bonds were undervalued and a great buy but for different reasons. Clearly real rates of return on the LB have rarely been this high and it would be just a matter of time before the market would react and drive yields lower in the face of declining deficifts, continuing disinflation, and surprise surprise a relentlessly higher dollar. I enjoy your posts, but I fail to understand how a super rally in bonds takes away from stocks? Doesn't lower interest rates help and continue to support the market for obvious reasons. If bonds and stocks disengage or move their seperate ways' why would this be anything more than just a short term blip on the screen? The only time when they went their way for any extened period was the 1930's which was the deflation. Is that where you beleive we're headed now?
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