Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 188.98

-1.4%

Dec 29 3:59 PM EST

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To: Kirk © who wrote (5694)	4/20/2018 10:25:02 AM
From: robert b furman	Read Replies (1) of 26886

I have always thought that the fed follows interest rate rises - with the exception of QE and it false market impact. To me it is a good sign that money is actually able to yield some value. It is supposed to. It eliminates all of the bubble valuations and helps throttle back excess capacity. When money can attract a decent market yield - then rational resource allocation will exist. I think maybe the run up in commodities is inviting a lift in yield from debt instruments / treasuries. It is just amazing to me that the semi's have resisted excess capacity with all the cheap money that has been floating around. Perhaps it is that all of the bankruptcies in memory have been absorbed - I guess there still are some empty shuttered fabs out there to be bought and built out with modern equipment. Bob

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