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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (4915)5/2/1999 5:12:00 PM
From: marc ultra  Read Replies (1) of 15132
 
Another negative piece of the puzzle falls into place. In answer to a question Bob said the rally in the cyclicals has now reached a point consistent with what has been seen at the end of bull markets. I'm considering at some point reducing my exposure by putting some money in the 2beta short fund. I probably would sell it at a buy point or later in the year before it may become a constructive sale since I think it would be considered as similar to my SPYders and my S&P500 fund

Marc
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