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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (6427)6/30/1999 5:04:00 PM
From: marc ultra  Read Replies (3) of 15132
 
Justa re<<<<<<<<<<<<

Hey, hey it is doing okay. It missed the move to a neutral bias. Well, I suppose it does not make any difference
anyway as the economic data is now in control again regardless of the bias. Its earnings vs. the economic data
in a steel caged death match for the next month <g>.>>>>>>>>>>

I keep in mind what Bob has said about looking at what Greenspan and the Fed does and not so much what he says. While the money supply has been downplayed a lot by the Fed and others in recent years it is obvious that Bob puts a lot of importance in it. We look at a Fed that has been clamping down on money supply growth (if not even actual money supply) and has just raised interest rates. I also think the employment report may be more difficult to analyze since it may be hard to discern at this point if a low payroll number is a sign of economic slowing or partially a sign of lack of qualified warm bodies now that the labor shortage has become so acute. The hourly wage gain numbers and things like the ECI will be crucial along with the CIBCR etc. If we are at new highs in all the indexes I think I'll put a giant hedge on to be followed by more aggressive action if an official sell signal comes. As to my spouse's deferred accounts I think I'll wait for an official sell signal before going to cash. If I try to outsmart Bob and make a premature move I don't want to get hit by a frying pan, at least that was the old days, these days you have to worry about getting shot in your sleep or worse being Bobbitized

Marc
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