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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (5656)	6/7/1999 9:42:00 AM
From: Wally Mastroly	Read Replies (1) \| Respond to of 15132

Re: Pundit Watch - Her Ladyship on Fed raising rates": cbs.marketwatch.com "..This leads us to forecast a 60/40 chance of a Fed tightening at the upcoming June 29-30 meeting..." Bob's opinion was similar: better than even chance of a quarter point raise, etc.

To: Ian@SI who wrote (5656)	6/7/1999 9:50:00 AM
From: Allan Harris	Read Replies (1) \| Respond to of 15132

And Abby Cohen is the pundit with the best batting average. The three market timers who have absolutely nailed this BULL MARKET are: Bob Brinker James Dines Harry Dent In order of current Bullishness: Harry Dent James Dines <Big gap> Bob Brinker A

To: Ian@SI who wrote (5656)	6/9/1999 8:59:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Ian: Re: "And profit growth, not interest rate declines, will be the catalyst for any rise in stock prices." Excellent point. And for all those Brinker followers who are confused by his calling for new highs, I believe earnings is the essential ingredient. The second quarter should be very, very good. FYI, Dell is an excellent trade to the upside. They are appearing at a half dozen conferences this month. Re: "There may be more tightening ahead, but further Fed action shouldn't rock the market. "Federal Reserve decision makers might move to reverse the interest rate reductions implemented early last autumn," she says. "But this possibility is already reflected in the financial markets." I disagree. What should or should not happen makes no difference. What will happen is what counts. And the markets have not come to grip IMO with taking all of those rate reductions back at this point. If Greenspan and his troop of buddies were to indicate in fedspeak that they were taking the three rate reductions away today, we would tank as of now and so would the emerging markets.