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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: marc ultra who wrote (1982)11/5/1998 4:28:00 PM
From: Justa Werkenstiff  Read Replies (2) of 15132
 
Marc: I was wondering when you were going to cave to the small cap temptation.

In an effort to shamelessly promote ourselves to the exclusion of our bad calls, we recommended small cap overweighting here on October 19th. Here is one simple rule: the more the Fed. eases, the more we are assured of small cap outperformance. All that liquidity will have to find a new home. And the quicker we get back to old valuation levels on the DOW and S & P, the more likely we will see a liquidity overflow to small cap land.

Sold my margined SPYs today at the close. Risk/reward was beginning to favor risk in the short term especially since I was on margin.

Great sentiment numbers. A lot of bears still do not know what hit them. They are standing on the sidelines in CASH or SHORT. Ouch.
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