Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: James Strauss who wrote (9477)	3/30/1999 8:43:00 PM
From: Casaubon	Respond to of 99985

I read an article in WSJ that stated mutual funds only represents 20% of the equity markets. If so, this debunks the notion that 401K's, etc., are having such a large impact. This lends credence to BB's assertion that the lambs are being lead to slaughter. I do not have a good source of data for this info. If someone has a reliable source for this data, could you please post something. I was thinking it would be interesting to see a break down of the capital sources (% of total would be great), such as: asian, european, mutual fund, institutional(US), etc. If this info were available we might be able to piece together possible capital flow scenarios based on various economic and political occurrences. For example, Germany appears to have more at stake with the ruble devaluation. Therefore, if russia plays ball (does not interfere with the NATO peace keeping mission) to get IMF funding, germany fairs better with respect to liquidity. On the other hand, if russia foregoes IMF funding, and gets more involved in the balkan war, germany may face another russian debt default, resulting in a german liquidity squeeze. Just thinking out loud.