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To: yard_man who wrote (28760)2/22/1998 6:52:00 PM
From: Kerry Phineas  Read Replies (1) | Respond to of 53903
 
BH, that would be too simple. There was an article in Barrons in January that talked about this issue. I don't remember the guy. You have inflows and mergers countered by IPO's, option exercise, outflows, etc. Anyways, I didn't read it too carefully, but he was predicting weakness in March-April.



To: yard_man who wrote (28760)2/22/1998 10:29:00 PM
From: Tim McCormick  Read Replies (1) | Respond to of 53903
 
This week's Barron's has a good article about liquidity. Comes from the perspective of stock buy backs, yet it defines some variables. This is a very complicated subject and MF inflows is just one variable. It becomes an incomprehensibly complicated subject when one tries to measure worldwide liquidity which is most relevant nowadays. Tim


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