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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Kirk © who wrote (4911)5/2/1999 1:50:00 PM
From: marc ultra  Read Replies (1) of 15132
 
Kirk, it would be a reasonable question if it was an honest one. Perhaps I'm wrong but I'm pretty sure as I think Pete also suspects that the caller was a long term attacker of Bob who's sole purpose in the question was to try to make Bob look bad. Be that as it may yes the question is legitimate but I think 1) any major changes will hit subscribers first and not be revealed on the radio particularly since Bob likely updates his model Monday after the show. 2) Bob has periodically expressed caution about the market with statements like "evaluate your asset allocation in case it has gotten out of line etc.etc. but for many years has officially remained 100% long. So for someone like Jerry I guess I would say there's been a warning that we're heading in an unsustainable direction and unless we get a correction or other improvements in sustainability stay tuned to the newsletter or any alert and he'll be the first along with the thousands of other subscribers to know there's an official change. Of course since Bob doesn't use telephone or fax alert a lot of us are going to hear any change should it occur leaked to CNBC before we get it in writing. So I think Bob just shot a warning shot across the bow which said the possibility of changes has increased and stay alert.

Marc
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