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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: donald sew who wrote (1564)	12/13/1998 9:20:00 AM
From: Gersh Avery	Read Replies (1) \| Respond to of 99985

Morning donald .. As being one of the first few to harp on the liquidity thing, I must point out a few things: I'm now 100% cash. The liquidity to fuel a lift off is there but seems to be stuck. Liquidity is continuing to build up on the side as 401k contributions continue to be made. BUT!!! 401k contributions are being allocated more toward cash on the side than invested. (The guy in the factory is saying "fooled me once, shame on you .. fooled me twice?" ) It seems to me that the little guy has learned how to sell at the top. Very bad news. Then we have foreign cash flows. Not a pretty picture. Looks like foreign investors are edging toward the door (nobody notice please<g>) Yes .. there is a s@@tload of cash on the side. I just wonder what it'll take to shake it loose.. Gersh

To: donald sew who wrote (1564)	12/13/1998 6:11:00 PM
From: Investor2	Read Replies (1) \| Respond to of 99985

As I read your post, I agreed with nearly everything you said - until I read the last sentence: "Sooner or later they will be right, but when they are right, where will the market levels be at." Wouldn't it be more representative of the truth to say: "Sooner or later they will be wrong, but when they are wrong, where will the market levels be at?" What do you think? Haven't the people who "feel that the market will just rocket up due to money on the sidelines and interest rates" been essentially right so far? Best wishes, I2