Recent content by kerph32

  1. K

    So basically Bernane promised rate hike

    hopefully Euros, for his sake I'm holding €100 from my trip to Italy a month ago, haha
  2. K

    So basically Bernane promised rate hike

    There's another concern... if rates stay low for a few more months, more people will refinance and could be talked into variable rates that look attractive now, but... (we know how this ends) If the ECB raises rates, wouldn't that contribute to even more money flowing into Europe and out of...
  3. K

    So basically Bernane promised rate hike

    Good point, I did leave out the effects of inflection and slope One negative effect of the strengthening dollar will be a slowing of the trade deficit improvement that we've been seeing. How fast? I suppose that's one of the $$$ questions. While GE may see improvements in its financing...
  4. K

    Time To Get Back Into Lehman

    I'd like to agree with you but I'd be wary of recommending it. I added more at 31.80 and 31.96 last week, hoping the short-term pain pays off long-term
  5. K

    So basically Bernane promised rate hike

    A strong dollar will make American equity securities more expensive to foreign investors, while fixed-income securities more attractive, yield-wise. IMO you over-simplified. Thoughts?
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