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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?


To: Gersh Avery who wrote (7514)1/14/2000 4:13:00 PM
From: MonsieurGonzo  Read Replies (2) | Respond to of 11051
 
> Tea Leaves...

thanks for sharing your analysis, Gersh; you always express an interesting, global-money perspective.

Bondz have just about built-in two, 0.25% rate increases, ja? agree that Yen:Yank will favour carry-trade; still, see us flirting with ~7% TYX within '00, unless/until something changes.

Stox, yeah - we got earnings churnings goin' on right now; prolly expect the indices to get big pops from bellwethers like INTC, etc. as they occur - followed by retracements - kinda Up and Down with an upward-trending bias... nothing new, eh? Except now ol' Wintel pops the DOW :-/

Yeah, I also note that BOJ+FED+ECB troika is draining liquidity, Gersh. Even so, lotsa retail cash liquidity coming in to IRA/401K/Funds accounts, etc. with the FY rollover: lotsa those cheques have yet to get through the snail-mail, T+3, etc., imho... market still has gas, and will prolly chase mo-mo du jour. They'll buy any dip until the gas runs out, Gersh.

Should be good environment for Berney and his hit-and-run Boyz !

Have fun with it (^_^)

-Steve