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

To: Wayners who wrote (51131)	5/18/2000 9:30:00 AM
From: marginmike	Respond to of 99985

At 7-8% those dollars arnt rushing back in. However I do believe that we will have a short rally the next 4-6 weeks, before the summer death march in equities. Regards MM

To: Wayners who wrote (51131)	5/18/2000 9:37:00 AM
From: KyrosL	Respond to of 99985

Money market cash has been on the sidelines for a long time. MM as a percent of stock market valuation fluctuates a little around the low teens. The fact that short interest rates have risen substantially lately means that this cash will stay in MM, and there may very well be a substantial increase of the percentage.

To: Wayners who wrote (51131)	5/18/2000 9:39:00 AM
From: Les H	Read Replies (1) \| Respond to of 99985

I've seen the report. The buildup that I recall was $ 45 B, and he stated that he was cautiously bullish due to the European takeovers, the lack of new IPOs, etc. He also mentioned the investors trading with their first quarter tax installments and that tax withholding this year is up 15% which will reduce available cash. June 15th is the next quarterly installment.

To: Wayners who wrote (51131)	5/18/2000 9:45:00 AM
From: HairBall	Read Replies (3) \| Respond to of 99985

Wayne Van Scoyoc: I think for that number to mean anything I would like to see a chart. Then one could compare today's sideline monies to the norm. And "poised" is subjective, maybe the money is "recoiling"...LOL! Anyway a chart would reveal more than just the figures. And in a "downturn" one would expect more and more money to gravitate to the sidelines. Regards, LG

To: Wayners who wrote (51131)	5/18/2000 2:22:00 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 99985

Of course it's easy to make a mistake. Playing the stock market is a dangerous game. Especially with the S&P 500 at a trailing PE around 30. Sure, there is lots of cash (including most of portfolio) sitting on the sidelines, waiting to jump back in. But I don't think it'll flow back in, as long as further 1/2% Fed hikes, without any end in sight, loom over the market. And that pile of scared cash can always get bigger.

To: Wayners who wrote (51131)	5/18/2000 6:17:00 PM
From: patron_anejo_por_favor	Respond to of 99985

<<. Flies in the face of what several people on this board were saying with regards to really low cash levels--basing their believe solely on mutual fund cash levels and ignoring everything else. Fundamental analysis is a dangerous game. Too easy to make a mistake. >> Or just maybe people have (correctly) decided that there are better places for that cash than this deflating bubble of an equity market. If so, all the sideline cash in the world won't save the dying bull. Got steak?