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Technology Stocks : THQ,Inc. (THQI)
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To: Sigmund who wrote (6167)6/19/1998 6:13:00 PM
From: Jim Willie CB   of 14266
 
<<<< The reason why REAL yields have come down from the 80s is because there has been a secular downtrend in inflation.<<<<

Sigmund,

factor in also the enormous positive trend in the federal budget deficits, now in surplus for 1998 (perhaps much larger than the estimated figure) ... result of strong economic growth, widespread cutbacks in fed budget, and huge capital gains realized from THQ stockholders

factor in also the enormous surplus in supply of most everything the world produces ... new phenomenon since fall of Berlin Wall and continued growth of Asian Tigers

United States still has high bond yields relative to major industrial countries like Germany ... trend should continue into 1999, which will provide buoyancy to stocks in US ... major stroke of genius by Greenspan would be to LOWER interest rates, relieving upward pressure on dollar ... US inflation threat is WAY overrated

/ Jim Willie
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