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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Haim R. Branisteanu who wrote (20972)10/29/2004 11:10:12 AM
From: russwinter  Read Replies (2) of 110194
 
<overhang of unlocked shares of insider, in a mania, it is irrelevant IMHO>

The pump and dump WS crowd is lining up the Ponzi IPOs now, that's supply that has to be absorbed. GOOG has a huge unlocked shareholder base coming, and that will be billions more, that's major stuff. It's not exactly like the public is eager to play along though, this is mostly short covering and future driven:

Flows: Oct 27
Independent Data on Fund Flows & Holdings

Equity funds report net cash inflows totaling $1.078 billion in the week ended October 27 with Domestic funds reporting inflows of $338 million;

It's a race the finish line as it appears the only thing holding things together now is unbridled money printing and inflation in the face of a growing buyer's strike for US debt. So it's just a question of timing and where this all inflects. I'm keying on this post-election-mid-Nov period as a choppy strange period with all these speculative cross currents. I still think they might manage a short term squeeze on side show events (Bush relection as an excuse? Maybe even Kerry's if it's clean and uncontested?)on the anti-USD hedge funds similiar to the one going on now in energy. It will be brief and phony though. The final tip off that we are entering a new phase, will be a sudden new plunge in the USD well below 85, another spike in oil towards $60, the copper scarcity melt-up as we go below 100,000 MT, gold going decisively over 430, etc, etc.
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