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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 659.03+1.0%Nov 21 4:00 PM EST
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To: Dwight E. Karlsen who wrote (27380)9/26/1999 6:27:00 PM
From: Benkea  Read Replies (1) of 99985
 
Dwight:

Yes, I agree with the undecided. However, that is a glorified way of fence sitting which can have the same affect as bearish (cash to fuel a rally). Your reference to AMG is more telling because it represents the action rather than the words we know better than to trust. Bottom-line: There aren't a lot of bulls out running the streets without a leash. The only difference between the undecided and the bearish is being short vs. being nothing (except for maybe the complacent fully invested "undecideds"). The VIX back at 30 suggests someone is "not bullish".

However, like I said Saturday, a couple weeks ago I saw BEARon's "Cash Something or Other" which breaks in-flows and out-flows into four groups: mm, tax-free bonds, taxable bonds, and equities. They were ALL pointed straight down which is something I have not seen in the last two years. Usually, money will be going from - to . This weekend wasn't much better but at least the mms were piling up. Interestingly, equity outflows are at the same level they were at the August bottom! The none going up thing made me wonder about repatriation, money supply shrinkage, or something. It has to go somewhere .
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