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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (2070)	11/14/1998 1:27:00 PM
From: marc ultra	Read Replies (1) of 15132

Justa,re:<<I wonder if the renewed concern over liquidity (read Greenspan and interest rates) has caused the small caps to underperform the past few days to the downside as opposed to the large caps. I have noticed that as the big day approaches for the good Doctor, liquidity in smaller cap stocks has again begun to dry up. >>> Your observation has continued to prove true. I guess we'll get our best read of this in the days and weeks after the Fed meeting this week. If the Fed should cut and we're still stalled I guess I may have to reconsider my overweighting of the small caps. If the Fed doesn't cut then we'll just have to see how lousy they do Marc

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