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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 (11093)	1/13/2000 9:42:00 AM
From: Allan Harris	Read Replies (1) \| Respond to of 15132

Lawyers often can't distinguish between what is right and what is legal. I knew there was a good reason why I quit...mind if use it when people ask? A

To: Justa Werkenstiff who wrote (11093)	1/13/2000 12:30:00 PM
From: Justa Werkenstiff	Read Replies (6) \| Respond to of 15132

Thoughts There is one issue in my mind that sticks out at this point -- namely, is Brinker calling for a bear market or is this more of a risk/reward asset allocation decision? Brinker discusses the root causes of a bear market but does not explicitly call for one. And, as we know, if Brinker was calling for a bear market he has said he would go to 100% cash and he has not done so here. Moreover, if he were calling for a bear, shorting the market would have been a discussed option and this option was not mentioned in the newsletter. So, perhaps, with a 60% cash allocation he currently see the risks of a bear market at 60% at this time? Hope we get clarification this weekend.