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


To: marc ultra who wrote (6045)6/20/1999 9:16:00 AM
From: Kirk ©  Read Replies (6) | Respond to of 15132
 
****Saturday Summary******

Dave K wrote a great summary of Saturday's Show. It is At:
suite101.com

Hope you enjoyed this summary, it took me about 6 hours to do. If you did, let me know. I am considering making it a weekly habit but I am curious how many people actually would read this. - David K.

Please leave a thank-you to encourage him to continue if you like his summary!

Thanks



To: marc ultra who wrote (6045)6/20/1999 12:20:00 PM
From: David Bogdanoff  Read Replies (2) | Respond to of 15132
 
M;

Regarding interest rate increases, there is a relevant editorial piece in Barron's which says that there will be many increases because we are in a financial bubble, and Greenspan knows it. BB often comments on Barron's articles and it will be interesting to see if he comments on this one today. Really quite a pessimistic piece.

David



To: marc ultra who wrote (6045)6/20/1999 2:00:00 PM
From: marc ultra  Read Replies (1) | Respond to of 15132
 
Bob's clear call for new highs the other week while an inflection point might be brewing was another great call allowing me to get out of my Ultrabear hedge at a profit and riding last week's run up unhampered. If we are soon to hit new highs I think the next big money may be made if Bob successfully calls a bear with preservation of capitol + a little profit on the way down followed by full participation in the new bull down the line though perhaps I am repeating myself due to the exciting times that may be ahead

Marc



To: marc ultra who wrote (6045)6/21/1999 1:16:00 AM
From: marc ultra  Read Replies (3) | Respond to of 15132
 
semi capex and bear market. If Bob calls a bear while this semi capex cycle should still be running you guys planning to hold and maybe hedge or dump. I 'm holding with personal money and substantial short term capital gains. It seems to me with their giant beta they could implode in a bear but on the other side it looks like any near term bear won't be from recession and this may be a multi year cycle. Opinions?

Marc