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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: marc ultra who wrote (6114)	6/21/1999 2:41:00 PM
From: Kirk ©	Respond to of 15132

Marc, I would tend to agree. M3 real growth... It has always struck me as "it must be important to his model since he devotes so much of the newsletter to it.". I wanted to know the date, so I could go back and check M3...to be honest! 8) As an engineer, I listen to guru's but want to do the numbers myself! Some guy on my site, Glen O, was plotting M3 growth so I'll have to go back and see if I can dig it up... Kirk

To: marc ultra who wrote (6114)	6/21/1999 4:35:00 PM
From: Wally Mastroly	Respond to of 15132

Re: ...Bob..mention of shortage of labor.. He did mention the shortage of labor - a couple of times - on Sat. (See the Sat. summary that Kirk linked in). He also mentioned Sat. that last week's recovery in bond prices has contributed to the rally in stock prices. My recollection (from previous week?) is that, at the current stock valuations, lower (not stable) interest rates are needed to keep the bull going. Assume he means 30-year bond when he refers to lower interest rates needed? Today the bond market took back some of last week's rally. Yield back over 6% (to 6.027%).