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 : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bruce Brown who wrote (34283)11/3/2000 3:46:17 AM
From: Bruce Brown  Read Replies (1) of 54805
 
I just snagged this clip from a post on the Qualcomm board which could go with the trough/cash allocation percentage data if one follows it:

Message 14716998

"Moreover, a mutual fund tracking service called Trim Tabs estimates that mutual fund cash has reached 5.1% of assets, the highest cash position since November of 1998. Thus, stocks are lean and mean by dint of the sharp September-October correction and cash has been building on the side lines. Once past the election, this market could gratify those which sincerely want be rich."

I haven't checked the source (Trim Tabs) and was curious with the grammatical pharse "those which sincerely want be rich" line, but it would be interesting to find out the data of cash percentage this time around to see if it couples with previous trough times that Malkiel spells out in his book in 1970, 1974, 1982, 1987, 1990, 1994 and 1998.

BB
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext