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To: Robert Graham who wrote (41767)	4/29/1998 2:29:00 AM
From: Gersh Avery	Respond to of 58727

If you are going to make a purchase in the US markets you do it with dollars. If your purchase will take place in Germany you do it with Marks. By watching the exchange rates, you can get a feel for where the demand is. This would be a leading indicator of which markets would be up or down the next day. Curincies are flipping all over the place tonight .. In addition to exchanges between currencies, there are also "holding" places such as gold or silver. Overall I call this nation rotation. Re cash target The cash targets that I am referring to are the ones set by the funds themselves. Lately there has been some folks on CNBC that have stated that their fund has shifted allocations to a higher percentage of cash, bonds or both. If there is an ongoing drain of foreign investment then the cash target would be hard to hit. Requiring constant selling. Re When did this start? IF this is what is going on then it started when the BOJ started dumping bonds. Stats? sorry my style is qualitative not quantitative. I think that the first question that I posted here was "Anybody got a feel for individual Japanese investor cash flow?" No one answered.. Seems like you might have some information that I've been looking for.

To: Robert Graham who wrote (41767)	4/29/1998 11:39:00 AM
From: Gersh Avery	Respond to of 58727

Robert .. some powerful words that I keep forgetting; "The Fed added liquidity today.." Just as soon as the cash hit things headed the way that I expected to see them going. Cash is heading toward Europe and Japan. Some liquidity headed toward bonds (small percentage) and some went toward gold and silver. The gold and silver movement had me confused .. I had expected money to be heading toward safe places to hide. I guess that the movement required the liquidity to do it. Japan is closed for the week .. so .. BK may be put out for that week as the Japanese requirement for said liquidity would be strongly dampened. When the open back up .. look out below. Gersh