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 : 50% Gains Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: KyrosL who wrote (88325)3/24/2010 4:27:39 PM
From: Keith FeralRead Replies (1) of 118717
 
Gross favors stocks over bonds (by which I guess he means Tresury bonds), as a result of higher deficits.

cnbc.com

Whatever the logic behind his arguement, the only thing that is certain is higher interest rates and a stronger dollar. I think that banks will be able to buy all of the Treasuries at gradually higher yields over the next couple of years. That's why I think the restrictions about prop trading are never going to become much of a reality this year.

I heard a second call today for the US dollar to rally to 1.20 against the Euro. Makes all the sense in the world that the dollar will continue to outperform the Euro, where real estate prices are off the charts. They may have fixed their banking system for now, but the problems in real estate are getting bigger while they continue to shrink in the US.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext