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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (2828)	12/20/1997 12:49:00 PM
From: Terrapin	Read Replies (1) \| Respond to of 78747

"The important point is not that real rates are coming down, but that they have jumped due to recent disinflation, so we are actually higher now. Thus, a fall in real rates is necessary just to get back to where we were the last few years, and hence we do not and will not have ultra-low real rates to stimulate the market." I'm agreeing with you. It was the show's opinion that the Fed would be forced to lower rates for the reasons you mentioned. This would make interest rate sensitive stocks more attractive (Great for my debt-laden TCOMA!). Wish I could help on the bond market. BTW how do you get bold and italics? John (Great job on the brainstorming page!)