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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: marc ultra who wrote (11214)1/17/2000 6:08:00 PM
From: Justa Werkenstiff  Read Replies (3) of 15132
 
Marc: Re: " Now I would guess his model has deteriorated significantly but has not reached actual bear market territory nor likely intermediate correction term territory as well though this is perhaps less certain."

I agree. But the way I see it -- and these words are mine -- Brinker is projecting a 60% chance (the amount of cash raised) of a decline of more than 20% (see newsletter). Now Bob terms his move on air as a tactical asset reallocation decision based upon the risk/reward of the market which is fine by me. But I cannot see any distinction in the way I have phrased Bob's view and the way he has phrased it thus far. In fact, I like the way I have phrased it -- assuming it is accurate -- because it is more meaningful to me.
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