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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 378.35

+2.7%

Nov 10 4:00 PM EST

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To: Snowshoe who wrote (33600)	4/21/2008 9:14:16 PM
From: TobagoJack	Read Replies (2) of 217660

just in in-tray quote From a colleague of mine, who met with the head of Asset Management for a very large European firm. He said that there has been a "sea change" in the past 2 months, especially from the large Sovereign Wealth Funds in terms of Asset Allocation. In the coming months, they have zero interest in the US stock market and want to take money off the table. At the same time, they are uniformly bullish and are seeking to massively increase their exposure to Asian equities. So if Dr. Jim is right, their timing would be just as expected. Pile in to the Asian firms in the 6 months before they really turn and their earnings numbers get really ugly. In the meantime, we could see significant flows out of US equities and in to Asian equities, as I don't think that they've implemented much of their strategy as of yet... Just anecdotal evidence, but I think the basic premise makes sense. If you're going to short, short the US market and not the Asian markets for the next few months.... unquote

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