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Strategies & Market Trends : Waiting for the big Kahuna
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To: Moominoid who wrote (39059)3/26/1999 9:04:00 AM
From: Haim R. Branisteanu  Read Replies (1) of 94695
 
David, not only oil is moving higher but also grains. The CRB is heavy in grains.

This market was geared toward 1.5% inflation. An uptick to 2% which is not unlikely taking into account the 12% to 16% rise in house prices will qualify for a interest rate range on the long bond of 5.5% to 6% which in turn will shave about 10% to 20% of the market valuation.

Now add to that overreaction and you have the right mix.

It is funny that many on CNBC now pretend that inflation is also not a factor <gg>

BWDIK
Haim
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