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 : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (8503)	9/28/2002 11:40:05 AM
From: t2	Respond to of 30712

That just shows FNM is buying up 10-years, and it's pushing the yields on the other ones down. It also shows the rush into bond funds by the general market since July. True. The one thing to note is that bond funds have received big inflows this year...will it continue? The other question is that if housing market slows down, will FNM as big of a force in bonds? That creates the risk for balanced fund managers who may decide that it is safer to be in stocks relative to bonds. This was another strong quarter for bonds...meaning asset allocation changes in portfolios. (just talking about temporary effects and not the start of any bull market) Almost starting to think that a slowdown in housing (as long as it does not come to a halt), is what the stock market may need. Of course it won't be what the economy needs. Right now bonds and real estate seems to the investments of choice among the public....can the public be right over the longer term? Is a strong economy really needed for a bull market in stocks? I recall Warren Buffett saying that they are not as connected as people think.