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 : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Lee Lichterman III who wrote (7288)1/5/2006 10:19:40 PM
From: robert b furman  Respond to of 33421
 
HI Lee,

Good questions - also remember tips.

I think that when rates are high like they were in 2000 - tips would 've been the way?

I still believe deflation is here for good - globalization assures it.

Productivity enhancements from technology assures it.

We are about to enter an entire new wave of wireless efficiencies that will force global reinvestment and its associated savings - more on the deflation pressure sides.

If so,the short end will be volatile and there will be wash of money hoping to gain fixed income for a long time - ie 30 year bonds.

The short end should have great price appreciation and yield drops if/when the economy shows slack.

May not be capital gains taxation - but could be a very good return?

Bob