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This parameters are self adjusting.. As bond yield goes up and down as so
is earning yield,,
and to Smooth things out they Also use 5 year Ave earning yield,,
The formula NEVER change,, Only the market self adjust to risk mgmt,,
best regards
Ben
----- Original Message -----
From: "Earl Adamy" <eadamy@xxxxxxxxxx>
To: <realtraders@xxxxxxxxxxxxxxx>
Sent: Monday, September 03, 2001 8:45 PM
Subject: Re: [RT]Valuation/dow/sp500
> Ben, it sounds like they have not adjusted the bull market risk parameters
> they used for stocks versus bonds?
>
> Earl
>
> ----- Original Message -----
> From: "profitok" <profitok@xxxxxxxxxxxxx>
> To: <realtraders@xxxxxxxxxxxxxxx>
> Sent: Monday, September 03, 2001 6:21 PM
> Subject: Re: [RT]Valuation/dow/sp500
>
>
> > Hello
> >
> > Before i have retiered ,, (in 1994) I was part of the investment
> > committee for a MAJOR institution
> > at that time we ONLY have 400 BILLION under mgmt
> > and 40 Billion of our own money,,
> > The way the big money invest is this
> > They compare the triple A bond yield with the Barrons 50 erarning
> > yeild
> > (competition between stocks and Bonds)
> > and WHEN your yeild is 3-4% bettter on bonds they are only 25% in
> > stocks
> > However
> > as of this fri the competition is ONLY 1.94% above stocks
> > Which mean they BUY the dips
> > they will step in to buy Nasdaq@xxxxxxxxx
> > and Dow @8500-9500
> > They are now 50% invested and SELLING 10 year bonds in EVERY rally
of
> > 16/32 or better
> > ----- Original Message -----
> > From: "BobR" <bobrabcd@xxxxxxxxxxxxx>
> > To: <realtraders@xxxxxxxxxxxxxxx>
> > Sent: Monday, September 03, 2001 4:39 PM
> > Subject: Re: [RT] There Are No Rules!!
> >
> >
> > > Let's assume that W. Buffet is correct in that we are in for 8 years
of
> > > stagnation or slow growth. I did not read his exact comments and
might
> be
> > > in error on the paraphrase. Then lets assume the Dow dividends will
> > remain
> > > the same or even decrease. In July they were $174 with the DJIA
around
> > > 10,500 yielding 1.65%. The snp and the dow tend to run into stiff
> > > resistance at 1.5% dividends. It seems to me that prices are not yet
> > > reflecting the reality of Buffet's analysis. Nor are they reflecting
> the
> > > significant tax selling directly ahead. The olde megaphone is
speaking
> > > rather loudly about a drop to the area between 8000 and 9000 at a
> minimum
> > > and that would only bring the yield up to 2%. It just doesn't seem
like
> > too
> > > far a fetched possibility.
> > >
> > > bobr
> > > http://www.zubee.com
> > > http://www.oextrader.com/sigma_trader
> > >
> > >
> > > ----- Original Message -----
> > > From: "Earl Adamy" <eadamy@xxxxxxxxxx>
> > > To: "Realtraders" <realtraders@xxxxxxxxxxxxxxx>
> > > Sent: Monday, September 03, 2001 1:11 PM
> > > Subject: [RT] There Are No Rules!!
> > >
> > >
> > > > I have been reading the Daily Comment columns (left side of main
page)
> > for
> > > > some months now at http://www.comstockfunds.com/ and have found many
> to
> > be
> > > > interesting, especially since they provide some balance to the
> constant
> > > drum
> > > > of bullishness still found in the media. The latest daily comment
> "There
> > > Are
> > > > No Rules!!" offers a pithy counterpoint to those who argue that the
> > > oversold
> > > > technicals (TRIN, A/D, oscillators, etc.) demand an end to the bear
> > > market.
> > > >
> > > > Earl
> > > >
> > > >
> > > > To unsubscribe from this group, send an email to:
> > > > realtraders-unsubscribe@xxxxxxxxxxxxxxx
> > > >
> > > >
> > > >
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> > > >
> > > >
> > >
> > >
> > > To unsubscribe from this group, send an email to:
> > > realtraders-unsubscribe@xxxxxxxxxxxxxxx
> > >
> > >
> > >
> > > Your use of Yahoo! Groups is subject to
> http://docs.yahoo.com/info/terms/
> > >
> > >
> >
> >
> >
> > To unsubscribe from this group, send an email to:
> > realtraders-unsubscribe@xxxxxxxxxxxxxxx
> >
> >
> >
> > Your use of Yahoo! Groups is subject to
http://docs.yahoo.com/info/terms/
> >
> >
> >
>
>
>
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>
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