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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (6030)1/12/2000 6:25:00 PM
From: Bill Wexler  Read Replies (2) | Respond to of 10293
 
Don't underestimate the ability of bonds to hoover up a lot of that money. Here's an interesting idea...scale back 50% on tech, load up on some NYSE boring high-dividend plays, park some money in bonds....and IF there is a selling climax in equities or a sharp spike in yield, take about 10% of the money and take a big swing at bond options (potentially huge payoff if interest rates then start receding).



To: Zeev Hed who wrote (6030)1/13/2000 3:41:00 PM
From: Mike M  Read Replies (1) | Respond to of 10293
 
However, the other side of the coin is a lot of excess liquidity seeking home, and that will further amplify and narrow the list of stocks that will outperform, IMHO.


But higher rates have often made a compelling story for "value stocks" and a severe tech shakeout might promulgate the movement.


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