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.
Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk -- Ignore unavailable to you. Want to Upgrade?


To: Chip McVickar who wrote (9049)5/19/2003 8:08:55 AM
From: robert b furman  Read Replies (1) | Respond to of 207343
 
Good morning Chip,

All this Astrology talk - any chance the focus is incorrectly aimed at stocks

Lets face it, this last Bond Rally has been the icing on a three year major rally that has brought us to historical highs in bonds and lows in yields(over 40 years lows in yields).

This investment vehicle has been the recipient of Trillions and it is about to roll over.JMHO

Cheap money has been printed for quite a while now - a 12-18 month lag, that seems to blindside almost all short term investors must be "coming around the corner".

I think once our cheap dollar gets the U.S. manufacturing engine going again - a realization that rates are too cheap will happen over night - by then a lot of money will be gone for the REALLY long term.

Millions of people have put money into bonds because they are safe - tick tick tick.

I'm thinking the Astrologers may be picking up the right vibe, but should be saying bonds instead of stocks.

Any thoughts?

Bob