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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: t36 who wrote (43928)	6/26/2001 10:50:18 AM
From: areokat	Respond to of 54805

i>When short-term rates are higher than long-term rates, as they were late last year, savers can earn generous returns on safe, liquid investments such as money-market funds. As a result, money is sucked out of the economy, and it has to slow. But when short-term rates fall, many people start switching their money into long-term bonds and stocks that offer higher returns. t I've seen this operating in real life recently.A friend of my wife late last year was widowed. She told my wife earlier this year that she had sold the stocks her husband had bought last year. She did this on-line. Anyway, the point of the story is last week she told my wife that with CD rates way down she guessed that she would have to buy some stocks again so she could get a decent return. To the Thread: Update on cancelation of contributions to retirement plans. Last spring I said that based upon the number of employees that were coming in to stop their contributions to our 403b tax sheltered plan I thought the bottom of the market might be at hand. This activity was heaviest in February, March, and April of this year. Haven't had a single "stop contribution" action since April. Starting to take appointments to investigate starting participation in a plan again. FWIW. Kat@KumarisactingFoolishwhichwontmakehimfeellikeafool.TMF

To: t36 who wrote (43928)	6/28/2001 7:20:44 AM
From: William H Huebl	Read Replies (1) \| Respond to of 54805

Glad you are back! You know me... I don't always take the popular side. But as my response to you last winter was right, mebbe there is something to this ol geez! I just heard last night on CNN or CNBC that the next big bubble would be in real estate... people out looking for real value and ways to secure their money with tangible property! To me, that kinda implied fear of stocks is one of the things containing the markets... fool me once deal! One of the major consulting houses shows a technology graph where innovation "value" and it's use rises exponentially like a balloon initially for any new technologies, then falls back to former levels and gradually rises for years to come. I think that is what has happened both with PCs and the internet... (market drivers) we are back to baseline and will be GRADUALLY growing from here. And I see market investments following that curve. So quite possibly we could see market gains going back to historical norms... perhaps 15% or so a year druther than "recent" gains over 25%. IMHO and all the caveats.