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.
Pastimes : The Naked Truth - Big Kahuna a Myth

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: NotNeiderhoffer who wrote (83764)1/26/2000 10:10:00 AM
From: Sir Auric Goldfinger  Read Replies (1) of 86076
 
Thanks for sharing. I knew he was in town and would have enjoyed some illicit contraband at 21.

Question, RE: "Third leg down-DOH!
------------------------

So Don thinks we are at the point were Van Wagoner, Nick- App and Driehaus (MO-MO) and all the day
trading junkies and E-Traders puke big, big time as we go into a 12-24 month period only a value investor with a
healthy dollop of cash would like to see. Currently there is about $2 sitting in money market funds for every dollar
in equity mutual funds (i think i have this correct-if not then $2 are flowing to MM funds for every $1 going into
mutual funds). He thinks eventually this money finds its way into the market and helps form a bottom."

Did he mention these MO's by name? 2) Funds flows are now 2 to 1 cash v. equity or will become 2 to 1 after market cracks?

Don is a great stock market junkie and I appreciate your field reporting very much. I hope that we this thing breaks, he abandons that fourth leg he was forced to add in this out of whack market. Thanks again.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext