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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (11093)1/13/2000 12:30:00 PM
From: Justa Werkenstiff  Read Replies (6) of 15132
 
** Thoughts **

There is one issue in my mind that sticks out at this point -- namely, is Brinker calling for a bear market or is this more of a risk/reward asset allocation decision? Brinker discusses the root causes of a bear market but does not explicitly call for one. And, as we know, if Brinker was calling for a bear market he has said he would go to 100% cash and he has not done so here. Moreover, if he were calling for a bear, shorting the market would have been a discussed option and this option was not mentioned in the newsletter. So, perhaps, with a 60% cash allocation he currently see the risks of a bear market at 60% at this time? Hope we get clarification this weekend.
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