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

To: t2 who wrote (41660)	3/18/2002 7:17:52 PM
From: LTK007	Read Replies (1) \| Respond to of 99280

<<George, Biderman (trimtabs) is is calling wall street strategists "morons". I guess the liquidity model did not work for him when the market took off late last year and he is a little ticked off.>> trimtabs went bullish just at the right time late last year. They said the stock buy backs during the crisis had created a favorable supply/demand scenario and recommended buying into that moment. They also said the "moron" Pension Funds were going to be loading up to the end of 2001. I don't know what Biderman was saying at that time, but i do know the trimtabs fellow that appears on Bloomberg TV was saying exactly the above a few days after 9/21. Max

To: t2 who wrote (41660)	3/19/2002 6:15:43 AM
From: Psycho-Social	Read Replies (1) \| Respond to of 99280

Biderman at Trim Tabs uses "the sky is falling" approach too much for his own good, but the basic model is valid. I've found, however, that one doesn't need to subscribe to his very expensive service. Data from AMG Data will do the trick. When inflows get quite high, you can know that investment bankers will drool over all those $ and bring lots of new offerings to market. Conversely, as in Sept 2001, when there are $ outflows from stock funds, new offerings will quickly dry up, even if it means cancelling planned IPOs at the last moment. Extremes in cash flows are all one needs to see. Right now, $ flows just suggest a minor high, nothing to get excited about.