The Justa and Lars Honors Bob Brinker Investment Club Thread Message Board

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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread

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Nov 10 4:00 PM EST

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To: rsie who wrote (41)	7/4/2000 1:35:53 AM
From: marc ultra	Read Replies (2) of 10065

Richard re<<<<what % of your portfolio do you plan to use to short the market if the time comes? I am curious what some people are thinking about....thanks for your thoughts>>>> Of course in part it will depend on Bob's outlook. I would want to know if he remains as negative with signs of a slowing economy and no evidence of recession yet. I think he is likely to still xpect the NASDAQ to roll over when this rally runs its course in the weeks ahead. My underlying portfolio is still largely NASDAQ oriented so when Bob pulls the plug and sees the end of this rally I will sell my QQQ's and some other NASDAQ stuff and probably attempt to hedge the rest with a 2beta short NAZ 100 fund maybe with a little extra on the short side for good measure. May also use some 2beta short S&P fund to hedge more S&P500 type holdings which I don't intend to sell for various reasons. If the market goes toward Bob's recent expectations it sounds like the big action may be an inflection point in the NASDAQ sometime in the next 6 weeks Marc

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