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Strategies & Market Trends : SiliconInvestor All Stars Forum -- Ignore unavailable to you. Want to Upgrade?


To: John Vosilla who wrote (960)7/10/2007 12:21:21 PM
From: Jim McMannisRead Replies (1) | Respond to of 1718
 
Interesting how he's slowly "easing" into the ways of the wind.
Higher rates now. Interesting.



To: John Vosilla who wrote (960)7/10/2007 12:47:14 PM
From: $MogulRead Replies (1) | Respond to of 1718
 
Here is where I disagree with him completely. Rising rates cause inflation and historically assets are revalued, with US history as a guide. We are entering a big revaluation period for US assets(cycle is due)and perfect storm is rearing it's head.

If you are a saver and have assets the market will revalue those assets to offset the inflation. Thus, I see a stock market significantly higher after a modest pullback of the shock and awe of the rates increasing. Pullback probably comes on earnings warnings for the upcoming quarter. We wil see.

Go all star forum!



To: John Vosilla who wrote (960)7/10/2007 8:10:31 PM
From: SouthFloridaGuyRead Replies (2) | Respond to of 1718
 
Oh My God, I've found my holy grail contrarian indicator. What a farking idiot, this f*cking ABS panic is spreading into AA and AAA and he think rates are going to rise now?

AT WORST, rates stay where they are. And that is only if global rates continue to rise. We're already seeing property begin to fall in Spain and the UK has slowed down.