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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 (54648)2/24/2006 12:15:34 PM
From: russwinter  Respond to of 110194
 
Looks like about 90% of this fund inflows is into foreign, not domestic. Mutual fund cash levels are down to about 3.5%.



To: ild who wrote (54648)2/24/2006 12:15:40 PM
From: ild  Respond to of 110194
 
Global: Saving Backlash

Stephen Roach (New York)

morganstanley.com



To: ild who wrote (54648)2/24/2006 12:36:55 PM
From: John Vosilla  Respond to of 110194
 
If I ever take a large long position in the stock market again it would be at an October selloff with a steep yield curve. We are from that today. Keeping it simple sometimes works better and saves the day<g>


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