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

To: John Vosilla who wrote (90813)	1/25/2008 9:43:51 AM
From: sea_biscuit	Respond to of 110194

Large cap stocks especially would have little correlation with rising inflationary expectations and are tied most directly to long term rates and PE expansion or contraction. Right on. This is the reason why Puplava expects large-cap growth US stocks to do well, at least until the end of Q3 this year. Boy, I sure am glad that I have been banned from the deflationists' message board. That is one of the best things to have happened to me in recent times!