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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (5002)5/7/1999 2:49:00 PM
From: marc ultra  Read Replies (2) of 15132
 
Long bond around 5.79 now jobs report was sort of neutral, nothing to cause big a big rally or tank. Stocks moving back up to their highs, will be interesting to see if they rally some more again when the bond closes. Tough call but I'm going to take this as an opportunity to lighten up some more and add to my ultra short fund hedge. By the way Profunds I see just opened up a 2beta Europe long and short fund. If Bob makes a sell call at some point it might be something I would consider in lieu of selling my Europe and Int'l funds and taking a big capital gain. Since I think they definitely would not be considered like securities wouldn't be any of those pesky short against the box constructive sale tax issues. I'm holding on to my current modest semi capex holdings in the big 4 and ASYT

Marc
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