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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Crimson Ghost who wrote (13661)	12/14/2001 7:24:35 PM
From: pompsander	Read Replies (1) \| Respond to of 99280

George: Maybe market is telling everyone we believe the Fed is powerful enough to get a recovery underway, or to pump so much liquidity into the system while forcing short rates down that some kind of jolt forward is going to take place. Sure does not look like the long(er) end of the yield curve believes the worst is still ahead, or even that existing weakness will continue for very long at all. If so, are we not transitioning right now and an effort to look at valuations difficult? The E of the P/E seems to be believed by the Street to be coming (or at least demand for capital in coming) and if this is just a transitory snapshot where the E is gonna go up and the D (demand for capital) is gonna go up....where do you place your bets? Edit: Trading appears pretty thin, too, so I don't know if the price swings can be read too clearly.

To: Crimson Ghost who wrote (13661)	12/15/2001 2:31:29 AM
From: gfs_1999	Respond to of 99280

George, IMO this trend will be reversed. Every serious article I read say no inflantion ahead, even if economy rebound. I'm following CRB Index and its up since October but still in downtrend. Regards GFS

To: Crimson Ghost who wrote (13661)	12/15/2001 2:31:29 AM
From: gfs_1999	Read Replies (1) \| Respond to of 99280

Also I think 30-years will trade around 5% for many years JMO Regards GFS