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To: T Bowl who wrote (11989)	2/17/2000 9:21:00 AM
From: Wally Mastroly	Respond to of 15132

T Bowl, in case missed it, some more links (via Kirk); + Bloomberg PPI details: Message 12808936 - - Thanks for your commentary on the various inflation-related indices! In this age of information usually too much), we can certainly use all the help we can get trying to decipher it. - Bloomberg details on PPI: bloomberg.com

To: T Bowl who wrote (11989)	2/17/2000 10:49:00 AM
From: Kirk ©	Read Replies (3) \| Respond to of 15132

Interesting data for sure. I just caught a bit of Tom Dorsey on CNBC and I think he said the market was a buy now because 1) Oil Prices are at a top 2) Interest rates are peaking I think Allan follows his site closely and could verify, but it is interesting. To me, what I find interesting is the people that said the market should be at 36,000 due to risk/reward premium over bonds and what really seems to be happening is the bond rates actually went higher (than traditional spread over inflation) to close the risk/reward gap and reflecting a higher cost of capital. Thus companies with good EVA numbers are getting highly rewarded in share price. I wish there was more data on EVA but it just hasn't caught on with the general investment community it seems. They are more interested in P/E, growth, margins, etc and seem to ignore cost of capital. Perhaps those that are buying the right stocks are not ignoring this? Comments anyone? Kirk out