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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: marc ultra who wrote (4899)5/1/1999 6:32:00 PM
From: marc ultra  Read Replies (3) of 15132
 
My impressions from early in the show. Bob sounds more negative than he has been in a long time. Sounds like with the rise in interest rates, speculation, complacency and extreme valuations he sees two probable outcomes, either a health restoring correction of significant proportions or absent that we're heading into a potential dangerous zone were a bear market call could be in the future. In fact failing a correction and in the absence of falling interest rates or other positive developments I would not be shocked if Bob made a rare call to decrease equity allocation below 100% without an actual bear market call occurring. This is my interpretation only and not a recounting of the show and Bob might disagree with some or all of this and for the moment he is still at 100% invested in the equity portion . These factors along with us heading into what I believe is a historically weak month is why I'm probably going to hold off on jumping onto attractive sectors like the semi capex

Marc
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