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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Bonnie Bear who wrote (12052)	12/21/1997 1:21:00 PM
From: Tommaso	Respond to of 18056

Thanks, Bonnie! That was a pretty shrewd call on bonds/gold/oil. What's Yardeni saying about the stock market now? I ought to know but I can't remember. My impression is that analysts who are good on bonds are very very good and analysts who are good on stocks just got lucky for a while.

To: Bonnie Bear who wrote (12052)	12/21/1997 1:33:00 PM
From: Tommaso	Read Replies (1) \| Respond to of 18056

Here's the latest free report from Yardeni. It pretty well supports my own outlook except that I am too impatient for things to unfold the way they are outlined here. Nothing very definite about the stock market except that it's overvalued and greatly at risk. I guess there's no rush about getting into gold, either. Looks like bonds are the thing, especially US treasuries--if the report is correct. yardeni.com Too bad for me that I have a large commitment to oil. Think I'll just hold on, though.