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Hickey also received calls from nervous fund managers who were under extreme pressure by clients to keep riding stocks higher I did a lot of hand-holding, he quips At the peak of the bull market, one fund manager moved his clients to a 35 percent cash position, an extreme defensive position by mutual fund standards Because the general public doesn t usually like being in cash, this money manager was punished by numerous redemptions Not surprisingly, another indicator Hickey watches is mutual fund and hedge fund cash levels When fund cash levels go to low levels (less than 5 percent), it s time to be wary And when they go to high levels, you have fuel for a rally To cope with the stress, Hickey turned off his computer, stopped watching financial programs, and focused on keeping sane In his mind, the lunatics had taken over the asylum By the last quarter of 2007, Hickey was convinced people were making the same mistakes as before We were as blind drunk in 2007 as we were in 2001 I ve lived through that already There was no correlation between investors perception of the market and reality And then, beginning in September 2008, the market crashed It was a lucky call, Hickey claims You never know how high the market is going to go No one does But the market was too dangerous for me, and you can know when the market is dangerous, and it s time to get out That I can do Looking back, Hickey wonders how this insanity could have occurred You couldn t make this stuff up, Hickey quips, also the title of one of his newsletters People still believed that they couldn t lose money when the Fed was on their side Although Hickey timed the 2008 crash perfectly, in 1999 he got out of the tech bubble a bit early I will never regret that decision There is nothing wrong in being too early You just don t want to be too late You also want to ride it until the train gets too crowded, and then you have to get off If you re lucky, you ll get off at the right time, as was the case in 2008, but not in 2000.

buffer cache 236, 564, 572 Buffer Cache Hit Ratio 597 buffer pool 383, 564, 597, 613 buffer space 598 buffering 626 buffers 383, 626 BufferSizeTuning 749 Build 3215 459 built-in functions 201 bulk copy methods 12 bulk import 104 bulk import file 104 bulk insert 103, 109 BULK INSERT 106, 108 Bulk Insert Task 108 Bulk Insert Task Editor 109 bulk loading 685 bulk copying 477 bulk-logged recovery 108, 480 business cycle 394 business data 634, 641 business domain 163 Business Intelligence development toolkit 645 business intelligence 322, 328, 633 634, 687, 709, 726 applications 322 difference with legacy OLTP applications 641 project 636 reporting 633 RS reports 687 specialist 328 terminology 634 traditional OLTP approach 640 Business Intelligence Development Studio 109, 692, 701, 713, 754 Business Intelligence Projects 645 business intelligence solution 635 back-end tools 640 dimensional model 636 front-end analytics 640 overall strategy 636 relational data warehouse store 640 subject areas 636 tools 640 business intelligence suite 687 business logic 6 business problems 689 Business Scorecard Manager 640 By Day report 661 BY REF 232

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C 206 C language 204, 727 C# 45, 80, 89, 244, 257, 299, 315, 321, 344, 346, 348, 758 C++ 299 C2 Audit Mode 670 C2 Auditing feature 673 CAB files 300 CAB-based installations 298 cache, multiple plans 211 cache hit 624 Cache Hit Ratios 385 cacheability difference 212 cached stored procedures 593 caching application 677 calendar table 283 calling program 80 candidate key attributes 39 Candidate Key profile 712 canonical problem 222 capacity planning 323 capture host name 685 capture instance table 682 captured data 684 cardinality 17, 19 cascading operations 20, 21 case 688 attributes 688 table 690 variables 688 CASE statement 251 catalog 177, 181, 199 name 179 offline 177 tables 644 views 232, 375, 382, 620 Catalog Name 194 catalogs 192 193 advanced queries 194 queries to retrieve 192 catastrophic cluster 462 catastrophic loss 525 CD 527 CDC 685 functions 682 instance 682 table 683 See also change data capture Central Management Server 450 certificate store 345 Change Data Capture 378, 754 change data capture 402, 670, 681 function 683

Hickey relishes the fact he observes market behavior in remote New Hampshire, many miles away from Wall Street He believes