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

To: ild who wrote (7886)	2/12/2004 3:09:20 PM
From: yard_man	Read Replies (2) \| Respond to of 110194

that sure was true during the late 90's -- did you ever buy any DELL puts? c'mon -- confess!! <g> I bought some AMZN puts once -- but only once ... Shorted YHOO one time and it opened up 10 pts the next day and I covered immediately -- if I remember right it was up over 20 at the close ... Those were the days ...

To: ild who wrote (7886)	2/12/2004 3:12:23 PM
From: yard_man	Read Replies (1) \| Respond to of 110194

Faber likes the OSX, too -- just get in there and buy fer goodness sake.

To: ild who wrote (7886)	2/12/2004 8:38:35 PM
From: russwinter	Respond to of 110194

Fund flows are slowing down last two weeks after the deluge. Don't think this is enough given the underwriting and insider selling supply. Slew of deal announced and came today, Mad Thursday and Wed. Biderman counts converts as supply in his work: biz.yahoo.com I sort of have the number $3.75 billion plus to domestic funds in my mind as neutral at this point. Came at only $2.79 billion this week and $2.6 billion last week: Flows: Feb 11 Independent Data on Fund Flows & Holdings Equity funds report net cash inflows totaling $4.1 billion for the week ended February 11. Net investor inflows are now coming into equity funds at a rate of $8.6 billion per week (as measured over four weeks), the heaviest rate since March, 2000; Domestic Equity funds report inflows totaling $2.79 Billion or 69% of the total net inflows; International Equity funds report inflows to all Developed and Emerging regions except Latin America; Real Estate funds report an inflow rate of $259 million a week (as measured over four weeks), the heaviest rate since the beginning of 1997; Taxable Bond funds report net cash outflows of $220 million with inflows to Flexible funds ($295 mil), Investment Grade Corporate Bond funds ($270 mil), and International & Global Debt funds ($211 mil) mitigated by outflows from High Yield Corporate Bond funds -($1.04 bil) and Government funds investing in mortgage-backed securities -($269 mil); Money Market funds report outflows totaling -$1.1 Billion; Municipal Bond funds report outflows totaling -$15 million.