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Technology Stocks : Dell Technologies Inc.
DELL 127.43-1.4%Dec 29 3:59 PM EST

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To: William C. Spaulding who wrote (34821)3/18/1998 3:42:00 PM
From: Lee  Read Replies (1) of 176387
 
William,...Re:<<Warren Buffett's bullish report>>

If Warren is bullish on bonds, doesn't that imply lower interest rates which historically have been good for stock prices? He also made a specific point in his letter that his interest in Ag was only due to "supply/demand" considerations and not interest rate considerations. (However, it used to be said in futures that soybean prices increased when silver prices increased).

Lower interest rates could also imply imply recessionary conditions but that state seems fairly far off considering the health of the economy now. Or maybe he's bullish on bonds expecting higher yields?

Just curious about this apparent contradiction. It's also possible that since he's a 'pure value investor', it's difficult to rationalize today's valuations and: therefore, cannot find stocks which meet his criteria.
JMHO

Lee
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