DBMF and CTA's Go Short

I think equity is actually a very mixed bag for managers right now, and it's very depending on your speed of trend. I would guess somewhere between 5% and 10%. So even if it was 10%, based on the 300 billion, so that would be, you know, 30 billion of notional exposure. It doesn't beggars belief that once the 200-day moving average is breached, that's all CTA's are going to rush in to sell their long position. But Alan, this is the thing. And I hope people are learning or taking this away from our conversations with these managers.

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