SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?


To: Defrocked who wrote (20392)2/18/1999 3:28:00 PM
From: Alias Shrugged  Read Replies (1) | Respond to of 86076
 
FLC "popped" 1/4 because oil jumped 65 cents. FLC back down unchanged, but SLB, HAL, DO, etc. are up.

PVN - already have a 1/3 of June 75 (bought at a price higher than now:(

Amat - keep on sliding

MU - NFC



To: Defrocked who wrote (20392)2/18/1999 3:32:00 PM
From: IceShark  Read Replies (2) | Respond to of 86076
 
Yup, that is what I'm thinking too, on the equity side of things.



To: Defrocked who wrote (20392)2/18/1999 3:41:00 PM
From: Cynic 2005  Respond to of 86076
 
Def, I see your point. This being the perspiration week where we can expect weird things to happen, I am not sure if bonds and stocks are really detached. This rally on low volume is not at all convincing. If we see continuation of strength in to next week, I think your assessment is dead-on.



To: Defrocked who wrote (20392)2/18/1999 5:18:00 PM
From: Defrocked  Read Replies (1) | Respond to of 86076
 
As I post, bonds are off about 8 ticks since CBOT
close. I very much agree with the logic of a steepening
US yield curve. Pressure will be on the ECB to cut rates,
Japan is finally starting to print money, and the UK is
on the verge of another rate cut. US still has double digit
MS growth. The G7 is talking stimulus this weekend so
I am also looking for potential commodity price pickups.
FWIW.

bloomberg.com

"When pro-growth policies take hold, increased global credit
demand will push up long-term rates even as central banks anchor
short-term rates."