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


To: austrieconomist who wrote (12693)4/27/2004 12:30:03 PM
From: russwinter  Read Replies (1) | Respond to of 110194
 
<this method at holding off on the short side has proven its worth.>

Market's been in a rolling top since late January, so I suppose there's been plenty of good times and opportunities to get short at various times. Now looks as good as any, insider selling window opening back up, underwriting calender may really throw off supply (Google, etc), and very choppy fund inflows, nothing like January ($5 billion plus). Lots of bearish diverging charts.

Domestic fund flow per per AMG
3-13: +1.900 B
3-20 -0.620
3-27 +0.286
4-2 +1.850
4-9 +3.450
4-16 +0.462
4-23 +2.122



To: austrieconomist who wrote (12693)4/27/2004 4:12:14 PM
From: ild  Read Replies (1) | Respond to of 110194
 
It took Hussman a few good months to finally get fully hedged, although he still has some calls. Can you quantify Lowry's, Stack's and Sullivan's remaining bullishness? Do you pay attention to Don Hays opinions?