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To: Gersh Avery who wrote (57557)	11/16/1998 5:23:00 PM
From: Trey McAtee	Respond to of 58727

gersh-- liquidity!!!! well, you already know my opinion on the subject<G>. only 158 billion in MM funds? that is way down from september levels...1.25 trillion. that means we have burnt a lot of cash, and not done too much with it. i am buying lots of crap...i guess thats the best way to put it. good businesses that are making money, but that NO ONE likes. oddly enough..they are small to small-medium caps. i guess thats the only place to be. lets just hope we are right on this. i would hate to see the dow at new highs while our investments do nothing. of course, it would give me an excellent point at which to purchase puts<G>. maybe you should give bob a call. i dont normally listen to him...his voice makes my ears hurt<G>. good luck to all, trey

To: Gersh Avery who wrote (57557)	11/16/1998 10:12:00 PM
From: donald sew	Read Replies (5) \| Respond to of 58727

Gersh, Im always concerned about those figures concerning liquidity. It sounds impressive on the surface, but I just dont have enough information to make a confident decision based on liquidity only. I also saw heard Pisanni who did mention that on a comparitive basis there was less money flowing into equity funds than previous period, cant remember what period he was talking about. Granted that there is money on the sideline, but what is the guarrantee that it will be used soon. I also suspect about a 5% pullback and then heavy buying, but how high will it take the market. I guess what I am trying to say is there a way to measure liquidity to price targets? I just remember MARIA saying plenty of money on the sidelines as the market dropped back in AUG and SEPT. gggggggggg seeya

To: Gersh Avery who wrote (57557)	11/16/1998 10:51:00 PM
From: HairBall	Read Replies (1) \| Respond to of 58727

Gersh: In spite of the recent tiffs, a lot of people read this and the BK thread. I am sure some of the Talking Heads and Paid Market Mavens read these threads and "borrow" ideas. <g> Of course, I am sure the opposite is also true, on occasion. Regards, LG

To: Gersh Avery who wrote (57557)	11/17/1998 8:13:00 AM
From: marc chatman	Read Replies (2) \| Respond to of 58727

Re: amounts in money market funds. I was only half listening to Pisani, but I thought he said there was $150 billion in mutual fund money market accounts. He was citing one of the companies that reports mutual fund data -- liquidity trimtabs or AMG. I don't know whether I heard him correctly, but if I did, I would be curious to know whether the $1.25 trillion number referred to all money market accounts, not just those of mutual funds. Maybe Trey recalls. Obviously, this could make a huge difference in interpretation.