Win Lose or Draw : Be A Steve, Make A Call Message Board

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Strategies & Market Trends : Win Lose or Draw : Be A Steve, Make A Call

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To: Win-Lose-Draw who wrote (6994)	3/17/2003 6:49:07 PM
From: t2	Read Replies (2) of 11447

that doesn't wash. i heard the debt/equity rebalancing theory last week, and even if you buy into it, the market just went up 10%. the allocations are already rebalanced. Rebalancing happens regularly but in this case it is much more than that. Notice the mutual fund outflows for months now. At the same time, bond funds continued to keep getting inflows. (check out amgdata.com website). Notice individuals exhibit bearishness according to this data balanced The bond market has been in rally mode for over 20 years (declining interest rates). What if people slowly start thinking that we have reached bubble valuations of bonds? Where would one put that money if taken out of bonds--gold?cash?stocks?real estate? There are hardly any IPOs. To me stocks would be getting some of that fund flow. Given how big the treasury market is, that could be lots of money. What better sector to invest in....stocks have been in a 3 year decline..less risky. My feeling is that if one bubble starts to burst, then most other investments (especially beaten up ones) will be getting good fund flows.

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