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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?


To: ItsAllCyclical who wrote (3321)10/29/2001 4:06:13 PM
From: rolatzi  Respond to of 36161
 
Don Coxe in his weekly talk is also recommending that bonds will outperform stocks in the near future.
I think he is recommending 10year Treasuries. He doesn't think there is much risk of inflation because
of the massive industrial overcapacity. While he is surprised at how well the US Dollar has held up, he
wasn't predicting a big decline in the dollar.

Rolatzi