Fund Flows
Guest Post: A Look At Mutual Fund Flows
Submitted by Tyler Durden on 02/03/2010 10:00 -0500Mutual fund flows, or the absence thereof, have drawn some recent attention as related to the price movement in the domestic equity market. The following analysis looks at this topic in addition to some other useful observations including seasonality, historical net new cash inflows, taxable bond funds, corporate spreads, and treasuries.
November ETF Fund Flows
Submitted by Tyler Durden on 12/10/2009 16:42 -0500
November saw bullish ETF action, with over $8 billion in top 10 inflows, spread primarily among emerging markets, commodities (specifically GLD), and, surprisingly, the dollar, via the UUP. In the outflow category, the Russell 2000 (IWM) continues to be the biggest loser at ($775) million, even as its S&P sibling, the SPY saw an inflow of $857. We believe this confirms the activity which has started in recent months, of rotation from higher beta stocks (RUT) into merely high beta ones (SPY).
Joe Saluzzi On The Economy, Transaction Taxes, Fund Flows And Other Topics
Submitted by Tyler Durden on 10/29/2009 13:47 -0500"You can not fight the government, you can not fight the Fed" - Joe Saluzzi
Who knows, maybe he is wrong
