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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST

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To: FJB who wrote (18768)4/13/1998 1:23:00 PM
From: akidron  Read Replies (1) of 70976
 
Dear Robert... My original post made it clear that what I was saying was that the growth in money supply was consistantly greater than the fed target... IMO the increase in the supply of money is having bubble like inflationary consequenses in the value of assets such as homes and stocks and it is compounded by the refinancing of assets and the leverage of these assets to invest in others... My home has appreciated in value more than 30% this year... My portfolio greater than 60% ... they now have imo... inflated values... and I am excahanging them for cash so that I might buy other less overvalued assetts... If you want to discuss this further I suggest we do it in private as there is scant AMAT involved
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