SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Lars who wrote (11391)1/23/2000 11:42:00 AM
From: MrGreenJeans  Read Replies (1) | Respond to of 15132
 
Bob Brinker / Yield Curve / Recession Predictability

Bob, you talked about the aforementioned in terms of shorter bond rates and the 30 year bond rate on yesterday's show. Although I agree with you there may be a better forecasting model which I came across in my work awhile back which predicts yield curve based recessions.

Bob, a publication from the New York Federal Reserve Bank disseminated in 1996 seems to be more effective in predicting yield curve based recessions and should be required reading for all interested in the discussion.

1996http://www.ny.frb.org/rmaghome/curr_iss/ci2-7.html



To: Lars who wrote (11391)1/23/2000 8:20:00 PM
From: Hank Stamper  Respond to of 15132
 
"One wonders how these "new era" investors will react if Greenspan raises rates more than 25 basis points in February. "
Right now many are taking the position that companies without debt are outside of the interest rate vs stock market loop. At least that's what I've been told is the real picture, over on the JDSU thread.

Ciao,
David Todtman


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News