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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Dwight E. Karlsen who wrote (27380)	9/26/1999 6:27:00 PM
From: Benkea	Read Replies (1) \| Respond to of 99985

Dwight: Yes, I agree with the undecided. However, that is a glorified way of fence sitting which can have the same affect as bearish (cash to fuel a rally). Your reference to AMG is more telling because it represents the action rather than the words we know better than to trust. Bottom-line: There aren't a lot of bulls out running the streets without a leash. The only difference between the undecided and the bearish is being short vs. being nothing (except for maybe the complacent fully invested "undecideds"). The VIX back at 30 suggests someone is "not bullish". However, like I said Saturday, a couple weeks ago I saw BEARon's "Cash Something or Other" which breaks in-flows and out-flows into four groups: mm, tax-free bonds, taxable bonds, and equities. They were ALL pointed straight down which is something I have not seen in the last two years. Usually, money will be going from - to . This weekend wasn't much better but at least the mms were piling up. Interestingly, equity outflows are at the same level they were at the August bottom! The none going up thing made me wonder about repatriation, money supply shrinkage, or something. It has to go somewhere .

To: Dwight E. Karlsen who wrote (27380)	9/26/1999 6:31:00 PM
From: Gersh Avery	Read Replies (3) \| Respond to of 99985

Hi Dwight Long time no post .. Re fund flows .. I wonder how much of a impact the transfer of funds has .. For instance I transfer say 25k from a stock fund to a fixed interest fund. So then for equity fonds .. I have just offset the weekly deposits of ~250 persons. At the same time my transfer has made it look like an additional 250 persons have deposited their weekly deductions into money market funds. I'm posting this in the form of a question .. does anyone out there have an answer? Are there filters out there that take transfers into account when digesting this data? TIA Gersh