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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (34351)	11/24/1998 10:51:00 PM
From: Hawkmoon	Read Replies (2) \| Respond to of 94695

Remember, in confusion there's a profit to be made. No disagreement from this end. This trick is to be smart enough to know when and where to invest. Someone else mentioned the WSJ article on Hedge Fund redemptions. This is a topic I picked up on about 4 weeks ago from a Barron's article but seemed to be overlooked in the mainstream press. (Just like my comments about the Fed being worried about people draining the Federal Reserve System of hard currency weren't commented on until last week in the WSJ.) Anyway, when I was factoring this issue into my analysis and decision to put the wife's TSP into Bonds, I seem to have forgotten about following through with the logic. If money flows from Hedge Funds leaving them less able to act as a counterforce to irrational exhuberance, then the only place left for that money to go is into bond or long equities and mutual funds with liquidity. Since most folks can swap funds rapidly, as opposed to hedge funds(or Gov't TSP's.. :0( whick want you to keep your money in at least for a quarterly or annual basis, they will likely put that money into mutual funds adding fuel to the fire (or should I say Napalm?.. :0) The only other viable option would be money markets or bonds or precious metal funds. I suspect we may be about to see an incredible surge of speculative fervor like we have never suspected should hedge funds find themselves lacking the resources to maintain an orderly opposition through their shorting overpriced equities. This is going to get interesting, I suspect. Stay tuned. (btw, great quote) Regards, Ron