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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: marc ultra who wrote (5539)6/15/1998 10:45:00 AM
From: Investor2  Read Replies (1) of 42834
 
Re: "Anybody wish to comment on these random disjointed musings please do so"

Here are my opinions:

" Wonder if the next move by the Fed will actually be a decrease eventually rather than an increase.'

Pehaps, but not in the near term. The Fed is still leaning toward tightening.

"I think as long as the money supply keeps getting pumped up Bob's model should be positive."

That's probably a valid point, given the lower interest rates and increased bearishness.

"I wonder if recovery of semiconductor capital equipment stocks is going to get pushed out further or if now's the time to establish a position in the AMAT's of the world."

Perhaps it's not an either/or situation and the answer to both is yes.

Best wishes,

I2
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