Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: William H Huebl who wrote (37192)	2/6/1999 12:14:00 PM
From: Bonnie Bear	Read Replies (1) of 94695

Bill: I did a little digging on merck and GE balance sheets. GE... can't believe how much bogus numbers they get away with on their balance sheet. Did I see more "goodwill" than sales??? The notional value of their off-balance-sheet derivatives products goes under water at 6.33%, looks like the right number for merck too. So we may not get a good kahuna without interest rates going back over 6%. If you look back in history, 1989 was the year the Nikkei went ballistic to 39,000 and US bond yields were 9%, so the Nikkei was sold to buy 10-year bonds...somebody who has those held to maturity will be cashing them in this year...and taking all that money home to buy the Nikkei at 13,000? It looks like the yield dropped during 1989, the higher-yielding in feb-march..the charts I found aren't the greatest... when I look at the bond history charts it tells an interesting story..stock kahunas happen on significant anniversaries of the bond market.

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