Replies to post #326643 on Zeev's Turnips Patch-No Politics (ZEEV)

[SteveO]

Some money will not go back into the equity markets. THis is a big opportunity for asset reallocation. It should be a net positive for Gold, Bonds, foreign holdings, etc and a net negative for equities IMHO>

[choad]

I don't think most of them have much choice, cash levels are dictated in the prospectus,no.

[koltusz]

nihl is right
and since fund already know how much cash they're getting they've probably already allocated it.

[AD]

yep Fed, in fact one of the pumps, I think TobinSmith, swears there's a huge , enormous cash pile headed the market's way that will mean ever higher prices next year. We shall see won't we. And one of the sources is indeed the msft div.

I don't buy it, but will act with that in mind as a possibility.