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Strategies & Market Trends : Longer-Term Market Trends -- Ignore unavailable to you. Want to Upgrade?

To: AllansAlias who wrote (1134)	6/27/2008 2:02:00 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 3209

In full agreement. We'll also have the underfunded pension issue to deal w/again at some pt as most of the LT projections out there are still way too rosy. As you probably know these companies are then able to "inflate" current earnings when the plans outperform and they don't have to contribute. At some pt as well people are going to wake up to the fact that a decent amount of the growth in GDP and corporate earnings is simply inflation and you'll get a further repricing.