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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (750)9/5/1998 10:57:00 PM
From: marc ultra  Read Replies (3) of 15132
 
Justa, thanks for the excellent summary. I heard the broadcast but a lot of problems due to thunderstorms and when I turned on my computer to hear it when the broadcast went down it looks like my modem might have died. Back to 288 for me. I agree his tone sounded a bit subdued and he seemed to be putting a lot more emphasis on staying or getting into a reasonable asset allocation than pounding the table as a buying opportunity. I wonder if his tone might have been affected by the pounding some are giving him on various internet sites. I think a key issue for us is whether these international events which aren't accounted for in his model until a US effect can be surmised can drag us down hard and fast into a nasty bear market before any sell signal can be triggered. I don't think so and I think we are due for a big rally in the near term and hopefully there will be time for a sell signal and an exit if the time comes when it looks like the US will get dragged down. I am concerned about the possibility earnings could fall more rapidly than Bob is currently anticipating but we will see. looks like on top of recent losses I may have to add the cost of a modem.

Marc
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