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.
Strategies & Market Trends : Trading the SPOOs with Patrick Slevin! -- Ignore unavailable to you. Want to Upgrade?


To: virtualsignal who wrote (6889)10/8/2001 1:08:18 PM
From: Louis V. Lambrecht  Respond to of 7434
 
Hi! vs! the point (I am going to make) on that long term SP500 chart is indeed that timing is utterly important.
Yep that 50 yield line on the SP500 can be set between 6.8% and 7.2%. Looking to correct the SP prices with an acceptable "constant Dollar" (not just the govt. corrected CPI).
If what I expect is true, I will have to consider an old hypothesis of mine that inflation adjusted yields for the long term be 3.5%. So far, 3.5% yields seems a veeery good long term.

Makes timing more important than ever. Also rotation between tangible investments (commodities, rentings) andintangibles (bonds,equities) do not have the same cycle.

Geez! I would like to have made that dd some years before, would have gone cash in 1998 and not 2000.
Shoudda, woudda, hadda. ROFL.