What if the sell-off and low share prices are not the result of shorting and weak hands selling?

This thought crossed my mind:

Could it be that the funds that we constantly bash are in a liquidity problem and are the ones forced to sell? Forced to sell the good plays to recover from being seriously burned in the bad plays of the last year. A lot of victims have been made since Uranium Mania in late 2006, Moly Mania in early 2007, and Coal mania in 2008.

Now the market has taken a collective dive. Commodities are off 20 - 50-% from last year. And doom and gloom is everywhere.

But is the average Joe or Misfit the ones selling? I doubt it. Why? We can afford to stay the course, even if it means paying the interest on those LOCs or credit cards a year longer. The same cannot be said for the funds. They are in crisis.

So the next time you see a sell order, paint a picture of a fund manager handing over a stock he paid $4 for to a regular guy or gal with a self-directed brokerage account for $1.78.

The retailer is likely robbing the fund manager these days IMO.

M1.