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Non-Tech : Kirk's Market Thoughts
COHR 185.83+5.8%Dec 19 9:30 AM EST

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To: Robohogs who wrote (4237)8/22/2016 2:53:44 PM
From: Kirk ©  Read Replies (1) of 26800
 
There are a lot of them for sure. Fund flows I track are still negative YTD so it may mean buybacks and acquisitions are a big part of what has the markets up. If the trillions on the sidelines or in bonds starts to lose $ in bonds.... we could see fireworks for stocks.

I think we can chart PE ratios divided by 10-yr US Treasury rates now vs time and get an idea of where that stands.

If I could get 8% in FDIC CDs and USTs that were available in 2000, you betcha I and most others would have less as a percentage of asset in stocks.
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