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Strategies & Market Trends : The Millennium Crash -- Ignore unavailable to you. Want to Upgrade?

To: bobby beara who wrote (2771)	6/14/1998 5:37:00 PM
From: Thomas C (Hijacked)	Read Replies (1) \| Respond to of 5676

BB how do you know what the CRB did in 30's? Prechter's book?

To: bobby beara who wrote (2771)	6/16/1998 11:29:00 AM
From: Real Man	Respond to of 5676

The model is quite simple, it compares stock yield with bond yield. Should the bond yield rise now to 7% hell will brake loose - and that is not a lot - reached in March 1997. I believe, stabilization of asia will have that effect - commodities will bounce from multi-year lows, inflation reappear, bond sell off, asian pressure on earnings remain - and here we fly to overvaluation of 50% or so. I just watched what effect yen had on commodities tonight - quite impressive recovery of commodities after the buck dropped against the yen. Note that Yardeni site shows lots of commodities - they are fluctuating around long term, now at multi-year lows. Low commodities and interest rates are priced in stocks.