Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (17641)	6/12/2001 12:38:31 PM
From: Jdaasoc	Respond to of 30051

Zeev: The thread sounds so bearish me thinks a little rally from here is possible. However, I would pick individual stocks outside of tech like TYC BJ & FDC john

To: Zeev Hed who wrote (17641)	6/12/2001 1:12:44 PM
From: dwayanu	Read Replies (1) \| Respond to of 30051

... fear of the fed raising rates, troth to support the dollar, to stem the imbalance of payments and to reign in inflation. Re inflation, assumed fall/winter liquidity rally, and the aftermath, I found the following from Merrill's Christine Callies 5/29/01: "Share prices can advance concurrent with inflation if the greater fear is economic weakness or decay in corporate profit growth. Procyclical equity and inflation cycles have occurred four times since the 1970's. .... examples...occurred from 1978-1980, during the first eight months of 1987, from 1988-1990, and from 1998-2000 (Q1 only)." She doesn't mention it, but as I see those four dates, each is an immediate predecessor to recession and/or equity market disaster. - Dway