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.
Strategies & Market Trends : Tech Stock Options

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robert Graham who wrote (41767)4/29/1998 2:29:00 AM
From: Gersh Avery   of 58727
 
If you are going to make a purchase in the US markets you do it with dollars.
If your purchase will take place in Germany you do it with Marks.

By watching the exchange rates, you can get a feel for where the demand is. This would be a leading indicator of which markets would be up or down the next day.

Curincies are flipping all over the place tonight ..

In addition to exchanges between currencies, there are also "holding" places such as gold or silver.

Overall I call this nation rotation.

Re cash target

The cash targets that I am referring to are the ones set by the funds themselves. Lately there has been some folks on CNBC that have stated that their fund has shifted allocations to a higher percentage of cash, bonds or both. If there is an ongoing drain of foreign investment then the cash target would be hard to hit. Requiring constant selling.

Re When did this start?

IF this is what is going on then it started when the BOJ started dumping bonds.

Stats? sorry my style is qualitative not quantitative.

I think that the first question that I posted here was "Anybody got a feel for individual Japanese investor cash flow?" No one answered..

Seems like you might have some information that I've been looking for.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext