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

To: Justa Werkenstiff who wrote (5925)	6/16/1999 10:30:00 AM
From: MrGreenJeans	Read Replies (2) \| Respond to of 15132

Justa BUT remember that this whole Brinker bear scenario was based on inflation expectations growing (they are stalled today) and maybe turning out to be real (less probable today). So the foundation for the Brinker bear has changed for now. The bear scenario was also based on sentiment, valuation, as well as a decreasing money supply, as well as an increase in demand due to an expanding global recovery. Further, Bob's inflation expectations may not have been as significant a factor. I thought I heard Bob mention this weekend that bond funds were good value because inflation was most probably overstated. Comments...

To: Justa Werkenstiff who wrote (5925)	6/16/1999 1:36:00 PM
From: Investor2	Read Replies (1) \| Respond to of 15132

Re: "BUT remember that this whole Brinker bear scenario was based on inflation expectations growing (they are stalled today) and maybe turning out to be real (less probable today). So the foundation for the Brinker bear has changed for now." I don't know that we can limit the reasons for Brinker's "bear scenario" to inflation expectations. There must be more involved than that. How about the other four "root causes of a bear market?" Do all five root causes need to be present for his model to issue a sell signal? Best wishes, I2