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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Silver Super Bull who wrote (1841)	11/5/2003 9:19:13 AM
From: russwinter	Read Replies (3) \| Respond to of 110194

Well, we clearly aren't still in an all out reflation mode globally as far as CBs. The US Fed is not going to tighten much voluntarily, but could be dragged kicking and screaming by others, and events. Even a 1/4% increase could disrupt the leveraged players Bill Gross alluded to. Message 19465444 On the stock market: I'm wondering if all the mutual funds sleeze ball news that's breaking, could also disrupt some of the steady flow of Joe and Martha's fund contributions? The AMG fund report tomorrow will be illustrative. amgdata.com Mutual fund cash levels are near historic lows at 4.5%, so that would reverse this market advance in a heart beat. The table is being set (huge margin trading, mindless momentum chasing, complacent fund investors)so that a 7% type correction in my mind, just couldn't hold. It would break that and go much lower, once the trend reversed. I'm also noticing a lot of more this now in individual names. marketwatch.com Clearly many stocks are at unsustainable levels.