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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: TREND1 who wrote (33865)	2/26/2002 11:30:05 PM
From: ajtj99	Respond to of 99280

Larry, I don't doubt that. I just believe we need a better base from which to rally, that's all. I think it is back at around COMP 1650, Dow 9450 minimum, and SPX 1060 or so.

To: TREND1 who wrote (33865)	2/27/2002 9:15:16 AM
From: sylvester80	Respond to of 99280

And with savings and money market accounts at all time lows of 1-2%, just a start of a signal that the economy is starting to recover, however small slow or anemic, could bring boatloads of money off the sidelines. This could end up being a big money tsunami. But I'm keeping an eye on both channels just in case. JMHO.

To: TREND1 who wrote (33865)	2/27/2002 10:09:22 AM
From: 4rthofjuly007	Respond to of 99280

Larry, the "Big Houses" have their model portfolios at historically high equity allocation levels. In fact, I believe that SSB just raised theirs to 75% equities today. They may not have anything to buy stocks with and remain "responsible" as far as their portfolio models go. Observe the Senate hearings today on the responsibility of analysts to be objective. I suppose that they could recommend that we put 100% of our money in stocks.<g> I do not think that the average allocation model ever went below 50%, maybe even 60% stocks. I believe that historically the model should go below 50% near the end of a bear market.