SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Ralph W. who wrote (29561)9/30/1998 5:59:00 PM
From: vegetarian  Read Replies (1) | Respond to of 94695
 
>>If the funds haven't yet decided to enlarge their cash positions, maybe they're parking it into the more beaten-down issues? <<

That is how I think Fidelity was planning on reacting based on a seminar I attended given by one of their VPs. They think that small
caps are great value and that large caps will go down.
The missing link I think is that a rally will not be sustained by small caps alone and they will go down even further before the market rsumes its up journey.



To: Ralph W. who wrote (29561)9/30/1998 5:59:00 PM
From: Monty Lenard  Read Replies (2) | Respond to of 94695
 
That is what I am wondering.

I do remember Jim stating though that if this happens at the expense of the large caps then we may be in worse trouble. Haven't figured that one out yet but he seems to feel very strongly about that. Believe that it has something to do with liquidity.

Anyway, there was a time that the small caps led the market and outperformed the big ones. Think that changed a couple of years ago.

Monty


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News