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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: NOW who wrote (2118)	11/14/2003 12:03:42 AM
From: t2	Read Replies (1) \| Respond to of 110194

"Can't get a double bubble to pop at the same time" Says who? If such an event was to take place, it should have happened in 2000. At that time, the bond market also had been in about a 20year bull market (at the long end). Money then flowed into bonds and out of stocks for a couple of years after that...and the bond bull actually got stronger. Why can't the reverse happen if bond are about to collapse. Now with a stock market emerging from a nasty bear market (especially Nasdaq), it appears bond bull has finally hit the end of the line. So investors will look at the relative risks--is it better to go with a recovering equity market or one which the bull market may be ending. It just means investors are going to commit more and more of their new contributions into stock funds..and shift out of bonds and into stocks. The fund flow will provide a support under stocks, imho. What we have seen is just the tip of the iceberg. Fewer IPOs and more company buybacks--now we even see Nasdaq companies doing. Can't compare this period to early 2000.