Comments on: Watch the stock/bond ratio – poll results http://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/ Prieur du Plessis’s international investment blog Sun, 29 Jan 2012 22:06:48 +0000 hourly 1 http://wordpress.org/?v=3.1.1 By: Prieur du Plessishttp://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/comment-page-1/#comment-2100 Prieur du Plessis Wed, 09 Apr 2008 16:40:06 +0000 http://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/#comment-2100 Mr Obvious: Good suggestion! I will keep this in mind for future polls. I am planning to run polls fairly regularly as these seem to be of interest to quite a number of the readers. Mr Obvious: Good suggestion! I will keep this in mind for future polls. I am planning to run polls fairly regularly as these seem to be of interest to quite a number of the readers.

]]> By: Mr. Obvioushttp://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/comment-page-1/#comment-2099 Mr. Obvious Wed, 09 Apr 2008 14:42:23 +0000 http://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/#comment-2099 I think the U.S. long bond is ridiculously overvalued. It wouldn't take an heroic effort by stocks to outperform it. It looks to me like the poll reflects more a dour outlook for equities than a consideration of the relative strength chart. I wonder how the poll might have turned out had the following choices been presented: 1. Short the long bond, go long stocks; or 2. Short equities, go long the long bond. <i> Prieur, will you follow up to the topic in six months?<i> I think the U.S. long bond is ridiculously overvalued. It wouldn’t take an heroic effort by stocks to outperform it. It looks to me like the poll reflects more a dour outlook for equities than a consideration of the relative strength chart. I wonder how the poll might have turned out had the following choices been presented: 1. Short the long bond, go long stocks; or 2. Short equities, go long the long bond. Prieur, will you follow up to the topic in six months?

]]> By: Malcolm Williamshttp://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/comment-page-1/#comment-2094 Malcolm Williams Tue, 08 Apr 2008 23:49:13 +0000 http://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/#comment-2094 Love the polls effort. If you could get John M to us his distribution list you could get more responses. Sorry, it just occured to me that this effort might not automated. Just keep doing what you are doing in all areas.Mal Love the polls effort. If you could get John M to us his distribution list you could get more responses. Sorry, it just occured to me that this effort might not automated. Just keep doing what you are doing in all areas.

Mal

]]> By: Scotthttp://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/comment-page-1/#comment-2091 Scott Tue, 08 Apr 2008 17:49:11 +0000 http://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/#comment-2091 While there may be a turning point showing int he chart, it does not necessarily follow that absolute performance of either will be good.If - and it's still a big if - bond rates move up the value of bonds will fall and the relative performance of stocks may be better. However, I would not expect stocks to provide positive returns until rates stabilize. While there may be a turning point showing int he chart, it does not necessarily follow that absolute performance of either will be good.

If – and it’s still a big if – bond rates move up the value of bonds will fall and the relative performance of stocks may be better. However, I would not expect stocks to provide positive returns until rates stabilize.

]]> By: Jan Paulhttp://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/comment-page-1/#comment-2089 Jan Paul Tue, 08 Apr 2008 16:14:44 +0000 http://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/#comment-2089 http://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/ Watch the stock/bond ratio – poll results » Investment Postcards from Cape TownI think we have to watch the impact of city and state debt and tax revenues that may impact next quarter's earnings.They are in trouble and cutting spending and laying people off. If there is a further negative impact on companies that depend on city and state spending, this could get much worse for the economy. http://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/
Watch the stock/bond ratio – poll results » Investment Postcards from Cape Town

I think we have to watch the impact of city and state debt and tax revenues that may impact next quarter’s earnings.

They are in trouble and cutting spending and laying people off. If there is a further negative impact on companies that depend on city and state spending, this could get much worse for the economy.

]]> By: PostOnFire.comhttp://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/comment-page-1/#comment-2087 PostOnFire.com Tue, 08 Apr 2008 15:25:01 +0000 http://www.investmentpostcards.com/2008/04/08/watch-the-stockbond-ratio-%e2%80%93-poll-results/#comment-2087 <strong>Watch the stock/bond ratio – poll results...</strong>I posted an article on the stock/bond ratio a few days ago, asking whether we were seeing a turning point of any importance in this ratio. In order to gain more clarity on this issue, I engaged the help of readers by posing the poll question: “How do... Watch the stock/bond ratio – poll results…

I posted an article on the stock/bond ratio a few days ago, asking whether we were seeing a turning point of any importance in this ratio. In order to gain more clarity on this issue, I engaged the help of readers by posing the poll question: “How do…

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