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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Allan Harris who wrote (11540)1/30/2000 11:03:00 PM
From: Mark Pritikin  Read Replies (2) of 15132
 
I believe Bob did not go 100% cash because there was too much risk in making that call. With 40% in the market, he can claim victory even if the market goes up based on "risk adjusted return".

If Bob went 100% cash and the markets still rallied, he would quickly lose his audience and become one of those "bad news bears" that he makes fun of.

Kudos to Bob for his timing call, but for those of us who follow him closely, we all know Bob has a way of playing both sides of the fence.
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