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

To: GROUND ZERO™ who wrote (13952)	3/11/2004 4:56:08 PM
From: Chip McVickar	Read Replies (1) \| Respond to of 206982

Watch the bond yields carefully as I own a fair number of leveraged closed end bond funds.... and TIPS. Today.... we don't know the answer, it's an unknown... but I'd guess they'll remain close to where they are today until next year. Why..... IMOandFWTW interest rates are tied to the elections. Todays international conditions and national economic winds are very volatile... and can leave either candidate hanging, but the party who wins will have a powerful effect on interest rate structures. It's the speed of increase that's important.....!!!!! But the structural imbalances brought on by the 2 year reversal into deficits and the growing commitments to a generation of retirees are both staggering and also uncomfortable. I doubt a GM can fund it's future obligations much less an IBM, GE or Cisco. Corporate Americas accountability to their workers is of paramount importance in keeping America strong. I will say, today is a very polarized and an uncomfortable environment... with Americans not voting and not listening and not being heard in large numbers.... they risk altering their democracy and their livelihoods. I hope this years turnout is strong and decisive. I'm not a bear by any means and do not see the end of the western economic sovereignty.... the lows for interest rates are in for the next decade and we know the future direction, but not the speed.......!