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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 685.33+1.1%Jan 21 4:00 PM EST
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To: Robert Rose who wrote (31843)10/29/1999 2:29:00 PM
From: Benkea  Read Replies (1) of 99985
 
Robt:

"That's strange. It was only 80% last week."

The position is up over 10%+ since then, and was also added to on 10/25/99 with proceeds from the CPWR, APCC, and SFE sales. Come on now, I wouldn't tell a half truth. What would be the point?

PS. It's actually more like almost 87%. That also excludes indirect exposure through SEQUX (30% BRK weighted) and FOCTX (16% BRK weighted).
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