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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 (10261)12/5/1999 12:39:00 PM
From: stock bull  Read Replies (1) | Respond to of 15132
 
Justa & All, I need some help with the following:

On the Saturday show, Bob Brinker told a caller that the Marketimer Newsletter had a Mutual Fund that held internet stocks in its portfolio. Bob also stated the fund was up over 60% YTD. In checking the news letter, I was not able to identify this fund. Can anyone tell me the name of the fund and its symbol?

Thanks your help with this matter.

Stock Bull



To: Justa Werkenstiff who wrote (10261)12/5/1999 1:55:00 PM
From: marc ultra  Read Replies (1) | Respond to of 15132
 
Justa re<<<I guess I understand why there will not be a bear market before the end of this year <g>.
Let's face it though. The folks most worried about Y2K reside at the Fed.>>>>>

This could set up some very interesting dynamics. Let's say this short term flooding of the money supply keeps the party going through the end of the year and perhaps the beginning of 2000. Then at the same time that we should be seeing the end of y2k relief rally money what will the Fed be doing? Assuming the economy should remain red hot and the market will be pushing new highs they will probably want to drain that injected y2k money as fast as they can. So lets say sometime very early in 1998 we should have the markets pushing new highs, bullish sentiment at extreme levels while the Fed will be trying to cut the money supply sharply and we will be seeing that early year profit taking. Sounds like the set up for possible major problems in the market.

Marc