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 : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: pvz who wrote (35968)	5/13/2002 3:34:18 PM
From: isopatch	Read Replies (1) \| Respond to of 52237

May be more useful to judge market valuation on a sector by sector basis. Been a lot of leadership changes within the broad indices, during the past 6-12 months. Isopatch

To: pvz who wrote (35968)	5/17/2002 1:11:50 AM
From: John Pitera	Read Replies (2) \| Respond to of 52237

Hi PVZ, I think I meant that we will probably see interest rates work their way higher over the coming year or two and we should see some continued manifestations of monetary inflation, due to the robust expansion of the monetary base both in the US, Japan, etc. The Fed's stock market valuation model assigns lower valuation numbers to equities when rates of inflation and 10 year note yields rise. That was the idea, that I did not fully articulate. John