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

To: russwinter who wrote (2887)	12/4/2003 6:22:58 PM
From: Crimson Ghost	Respond to of 110194

NAZ down just modestly after hours so too soon to say this is the end of the tech bubble. But still another new high for junk funds. People here who wished they had a vehicle to short junk some time back should be mighty glad they were unable to do so.

To: russwinter who wrote (2887)	12/4/2003 7:50:09 PM
From: ldo79	Respond to of 110194

Another (potential) bubble heard from: Friday December 5, 7:43 AM Taiwan's Moea Warns of Potential Investment Crisis on Mainland TAIPEI, Dec 5 Asia Pulse - The Ministry of Economic Affairs (MOEA) warned Taiwan businessmen Thursday of a potential investment crisis in mainland China, especially on the financial front. The MOEA issued the warning in a report carried out by the Committee of Economic Research and Development under its auspices. ADVERTISEMENT Although the mainland economy will continue to grow fast in 2004, the report claimed that some signals of systematic financial and economic problems have emerged and it urged Taiwan businessmen to be extremely cautious when weighing investment there. According to the report, the mainland still managed to attract a great deal of foreign investment this year, some US$40.238 billion of which was already capitalized during the first three quarters. It estimated that the mainland's exports and imports in the first nine months might will amount to US$606.3 billion in value. Citing forecasts by relevant mainland authorities, the report said the mainland economy will expand by more than 8 percent in 2004. However, the report warned that risks, such as a speculation for renminbi's strong appreciation, inadequate investment in infrastructure and mounting financial loans and money supplies, will accompany the ongoing influx of international hot money taking advantage of the mainland's booming economy. sg.biz.yahoo.com

To: russwinter who wrote (2887)	12/4/2003 8:32:04 PM
From: ild	Read Replies (1) \| Respond to of 110194

Flows: Dec 3 Independent Data on Fund Flows & Holdings Equity funds report net cash inflows totaling $2.6 billion in the week ended December 3 with 85% going to Domestic Funds; Gold & Natural Resources funds report an inflow rate of $142 million/week (as measured over four weeks), the highest rate on record; Emerging Markets Equity funds report inflows for the ninth consecutive week totaling $222 million; Taxable Bond funds report inflows totaling $821 million with inflows to High Yield Corporate Bond funds totaling $325 million and inflows to Investment Grade Corporate Bond funds totaling $300 million; Money Market funds report inflows of $6.3 billion with $4.6 billion going to Tax-Exempt funds; Municipal Bond funds report net cash outflows of -$105 million with High Yield Municipal Bond funds reporting inflows totaling $103 million. amgdata.com