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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Marty Rubin who wrote (8424)5/5/1998 11:50:00 PM
From: Alias Shrugged  Read Replies (3) of 18691
 
Marty

I have read statements similar to yours re: continued inflows of 401(k) dollars, where will they go, and shouldn't they be able to support the market. I have no basis to say this line of thinking is wrong; could very well be that this cashflow could hold the market up.

My concern is not knowing how much of the recent rise in equity valuations has resulted from highly discretionary cashflows - namely, foreign investors, margin and other forms of borrowing, etc., which will leave this market for a variety of reasons (or become vaporized in a panicky downdraft)..

With little knowledge of those cashflows, it is easy for me to believe that the current 401(k)/IRA/Pension money flows would stand little chance of supporting the current high valuations and heavy IPO schedule should those discretionary dollars leave.

Good Trading

Mike
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