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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: mister topes who wrote (2626)12/30/1998 1:11:00 AM
From: Lars  Read Replies (1) of 15132
 
Don,

>>>
Fortunately, I took the Captain's advice and have my own watermelon smile for New Years! Also, you gotta love the bearishness expressed on this thread by those wearing green jeans.
>>>
I look forward to the Starship Commander's full discourse in the January issue of Marketimer.

I think what appears to be typical bearish positions on this thread may not be what a person would expect (e.g. 100% cash). In fact, it is much to the contrary for me.

I have a multi-year Brinkerhead watermelon smile! Without a doubt!
And I plan on having it for years to come.

How have I achieved this? By being 100% in equities with leverage in some cases. Thank you Bob Brinker for your tremendous track record.

Thus, in my case a cautious position is moving to maybe 60/40 or 70/30 range. I still reap Bob's predicted surprise to the upside in the next 12 months with cash on the side to take advantage of those wonderful gift horses.

I may not be recalling this correctly but I believe MrGreenJeans and others are basically 95% in equities in some cases. I wonder if those people are similar to me whereby they are only going back to a 60/40 or 70/30 portfolio (what would be a normal portfolio's bullish position).

I appreciate any comments. Don has brought up a great point to discuss.
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