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Can you imagine when they start deploying... they cannot sit on the sidelines forever. This is a big part of my thesis. 3 trillion on the sidelines. Money flowing out of the EU markets, etc

Note: NAAIM Exposure Index is not predictive in nature but gauges how much exposure active fund mgrs have to the stock market. A score of 27 means very close to all cash. 

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Anonymous

Should rest be in cash and/or bond market

Anonymous

I don't blame them, blood bath again today. CPI that everyone got wrong.