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

To: Silver Super Bull who wrote (4862)	1/12/2004 12:40:06 PM
From: Silver Super Bull	Respond to of 110194

As I've mentioned previously, I'm still in awe at how the general investor seems willing to accept two wildly dichotomous assumptions: strong economic growth (putatively reflected by the booming stock market and many euphoric valuations) and ultra-low interest rates throughout the spectrum (which would seem to indicate very weak growth) "Strong economic growth" and 4.05% ten-year treasuries just doesn't seem to be a congruent story.

To: Silver Super Bull who wrote (4862)	1/12/2004 12:51:05 PM
From: Wyätt Gwyön	Respond to of 110194

don't think many companies, especially retailers, will be willing or able to absorb rising costs without passing them on retailers haven't been absorbing them--manufacturers have. with the weaker dollar, this is a negative for European car markers, for example. retailers, however, look to be turning over. many have pointed to WMT's chart as an ominous sign for the consumer. bigcharts.marketwatch.com