Struggling Stocks, Booming Commodities

**blast_investor** Thu Apr 28, 2005 11:23 pm

Struggling Stocks, Booming Commodities
Struggling Stocks, Booming Commodities

**Guest** Fri Apr 29, 2005 9:35 am

stock market is really under struggle. If dow can maintain 10K, it might be a reversal point.
The good parts is S&P long term yield is still higher than 10 year bond. So money has not significantly flow to bond market.

The bad parts is defficit. They are not good solution. 1. force other county to raise cost, but this will result inflation. I believe RMB raise will happen, it is a time issue. 2. pass cost to next generation. We has done that and it is expensive. 3. lower US cost. That means more cuts.
I thinks more cut will go on and on.

I think that is part of reason commodity, high yield stock, and inflation immute stock(bud) are in favor. But if interest rate raise another 200 base points, I'll keep my stock porfolio minimum.

This is my 2 cents. Blast knows which industry and which stock is good bet.

**vin** Fri Apr 29, 2005 9:45 am

also inflation is happening and continue. Mortgage/contruction company will go down. But estate business should not be too bad as people think estate are good to fight with inflation. This does not including estate can not yeild 10% capex return, in other word, property at coasts.