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Technology Stocks : Dell Technologies Inc.
DELL 120.49+0.7%Jan 16 3:59 PM EST

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To: Chuzzlewit who wrote (47998)6/17/1998 3:07:00 PM
From: Lee  Read Replies (1) of 176387
 
Hi Chuz,..Re:<<Thread to discuss value estimation>>

Would this discussion be limited to those with financial degrees? I think it's fascinating and although couldn't contribute, would find such a site useful. When using long bond yield, how do you compensate for the artificially low yields brought about by 'flight to quality' buying? It obviously could go the other way although I can't think what could spring the yields back up to 6.5% as a high disturbance. (like we're having a low disturbance now).

Obviously the market likes the yield back toward 5.75% since in the past couple of weeks when tyx has increased, S&P has rallied. This means to me that a rapidly falling rate is somewhat worrisome to stocks especially when supported by the strong $; however, when the $ goes back to more reasonable levels, this is obviously better for "Global" companies, therefore the S&P rallies. Also, I think we need the higher rates to attract continued buying, therefore liquidity. JMHO and

Just curious

Lee
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