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To: John Finley who wrote (1524)	4/18/2000 4:02:00 AM
From: Gus	Read Replies (1) \| Respond to of 1673

JF, $100 billion of that $279 billion in margin debt were added during the last 4 months alone. Charles Biderman of TrimTabs has a service that provides that information as well as information on mutual funds flow as part of his Liquidity theory. 30 days free trial. Interesting discipline. trimtabs.com Gus Liquidity . . . Consistently a reliable indicator on which to base the timing of trading and investment decisions; The KEY to understanding how and why markets move. TrimTabs.com Investment Research is the only independent research service that publishes daily and weekly in-depth coverage of stock market liquidity. Since 1990, Charles Biderman, who is often quoted in the financial media and on CNBC, has developed a model that tracks money flows into and out of the US stock market. Our liquidity data and analysis is used by portfolio managers on the buy-side and market strategists on the sell-side. Our clients include major hedge funds, Wall Street market strategists and large mutual fund portfolio managers. Most of the time, when people talk about Liquidity, they are referring to cash flowing into equity mutual funds. We talk about liquidity differently. TrimTabs.com's research into liquidity and interpreting its impact on the market is unique. Our model paper portfolio using liquidity analysis to trade stock index futures has outperformed the market four out of the past five years. Charles Biderman, is the originator of liquidity theory, the basic premise of which is, price is a function of liquidity having nothing to do with value. Key to liquidity theory is that stock prices and liquidity are a coincident indicator How have we acheived this? Academics have told us that the key to liquidity theory is that stock prices and liquidity are a coincident indicator. That means if one knows where liquidity is heading, one will know where stock prices are headed. Thus, our liquidity analysis has consistently proven to be a reliable indicator on which to base the timing of trading and investment decisions; the key to understanding why and how the markets move. There are both seasonal and secular patterns to liquidity to help investors, who know what to look for, in determining the direction of liquidity and therefore stocks. Liquidity is the key determinant of the direction of the stock market. This is to say that the aggregate capitalization of any market or market sector, whether stocks, real estate, precious metals, etc., is a function primarily of liquidity, with the value having a secondary impact. The total value of any market is impacted by the current liquidity trend. We determine these current liquidity trends in the US stock market and predict its direction.