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To: Perspective who wrote (2132)	5/9/2001 9:50:34 AM
From: AllansAlias	Respond to of 209892

Let's see if they can muster the jam to squeeze the early/eager shorters here. Good point, again, regarding fund flows.

To: Perspective who wrote (2132)	5/9/2001 9:52:01 AM
From: John Madarasz	Respond to of 209892

TrimTabs Liquidity News - Latest May 7, 2001 Bottom Line: We Turn Cautiously Bearish From Cautiously Bullish. Headline: Corporate Investors Turn Bearish - So Do We. New Offerings Spike. Cash Takeovers & Buybacks Well Below Recent Averages. Withholding Growth Stops. Sentiment Indicators Have Turned Very Bullish Very Quickly. Subheads: US Equity Fund Inflows Rebound. Huge Money Market Outflow Eliminates Y/O/Y Gain Retail Money Market Flows Spike Eliminating All Year/Over/ Year Gains. Other "M2" Also Likely Saw Massive Outflows. Money Supply Drop Will Scare Many. Money Fund Buildup For Tax Payments, Not Stock Speculating. Last Week's Money Supply Numbers Did Not Include Bulk of Tax Payments May Employment Data Showed Actual April Job Gains of 642,000. Withholding Has Stopped Growing Since "Other" Tax Payments Made. Liquidity Turned Bullish in April. Slowdown in Offerings, Pick up in Flows. Eliminate & Rebate Capital Gains Taxes Paid Due to Fund Distributions! trimtabs.com

To: Perspective who wrote (2132)	5/9/2001 9:52:41 AM
From: JRI	Read Replies (1) \| Respond to of 209892

I'd buy that argument....Heinz posted yesterday that allocation to equities is extremely high (I think the highest in many many months, maybe years).....so it does sound like the cash is getting burned up (allocated)real quick.. The problem with fund flows, of course, is you never know the real story (real-time)...but your guideposts make sense....as posted, I was thinking the same...