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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: 2sigma who wrote (7776)8/16/1999 2:09:00 PM
From: marc ultra  Read Replies (2) of 15132
 
Anything to make you happy, Happy. Figuring in my small ULtrabear Fund hedge I'm effectively at about 45-55

equity-(fixed and cash) now. I want a high cash level now so I can quickly move to a much more heavily hedged and/or somewhat short position should Bob's call or my concern for market conditions warrant. Be aware your "NASD 100 quality stocks" are the ones that will likely get slammed the worst if we should hit a bear. Don't know where we'll end the day but so far looks like another day of probable distribution with down volume way outpacing up volume and the major indexes spinning their wheels

Marc
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