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.
Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (231438)3/26/2003 6:15:10 PM
From: Mark Adams  Read Replies (1) | Respond to of 436258
 
Ahh, I don't have my players scorecard handy. <g> Actually, I don't have enough memory cells left to keep track of the Who's who of the investment world.

The statement "Earnings yield gap analysis" indicates a 98 percent chance stocks will perform better than bonds matched my google inquiry, and though the story was dated, I found it interesting that someone would make such a strong assertion.

Poking about in ML research, I happened on some interesting numbers. First, they updated their interest rates forcast. Seeing the TNX at 3.65/3.70% Q3/Q4. Seeing the changes over the past 6 months in their forward outlook, I can only conclude these guys forecast interest rates about as well as I do. <ng>


YTD YTD
Price Total
Returns Returns
TSY -1.019% 0.095%
AGCY -.62 .429
Mort -.134 .796
Corp -.02 1.42
H-yld 3.83 6.09
TIPS .72 1.44
S&P -.07 -.07
NASD 4.63 4.63

Nice to see High Yield holding up well thus far. Even in the face of headlines suggesting the second dip well under way.



To: Knighty Tin who wrote (231438)3/26/2003 7:48:08 PM
From: Gut Trader  Read Replies (3) | Respond to of 436258
 
BBC live stream interesting bbc.co.uk