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Technology Stocks : Seagate Technology
STX 259.14+2.1%Nov 19 4:00 PM EST
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To: Stitch who wrote (6141)11/2/1998 11:17:00 AM
From: manohar kanuri  Read Replies (1) of 7841
 
Stitch:

I agree excess liquidity will be the next crisis; though I'm not sure what the Fed can do about it seeing as it is a helpless follower of the curve. Rates will go down over the next few months because the logic of it is irrefutable; and the markets will rise - again because the logic is irrefutable. But come spring and summer if the world isn't buying a heck of a lot more stuff - I'm selling.

Maybe it's time the hot shots explicitly added asset prices to inflation measures? Would that work?

mano
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