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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (10537)12/19/1999 1:02:00 PM
From: MrGreenJeans  Read Replies (2) of 15132
 
Justa

There was certainly very little talk of valuation and caution and I find this interesting as Bob says he has limited visibility beyond the end of this year

Bob sounded exuberant to me yesterday although it was probably not the impression he wanted to give(?). I also find it odd that there was little talk of caution and valuation since I am strongly assuming we will get, most probably, at least 2 rate increases early in the year. If this forecast is correct pe ratios will compress and market valuations will fall. The wildcard is whether or not the Federal Reserve will keep tightening.

Can anyone say inflection point?
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