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To: Math Junkie who wrote (11129)	1/13/2000 9:19:00 PM
From: Investor2	Respond to of 15132

Re: "I suspect that the 60/40 thing is just a reflection of the indicators not giving a strong enough signal to warrant going to 100% cash." Valuation is obviously very poor and probably is one of the primary reasons for his call. Monetary policy - it looks like another interest rate hike is coming on top of the three we just had. Again, this supports his call. Sentiment is bullish, but it has been worse (e.g., % bullish at 70%). Economic cycle is not as bad as it could be. These two indicators resulted in the partial equity holding. Just a guess. I2

To: Math Junkie who wrote (11129)	1/13/2000 9:20:00 PM
From: Gary D	Read Replies (3) \| Respond to of 15132

Richard, re: "I recall him saying the opposite, i.e., the market making new highs being one of the prerequisites to a bear call." I wasn't commenting on whether he said making new highs is a prerequisite to a call for an intermediate correction or bear market. (Although I also heard him say that several months ago). Simply that he said he cannot distinguish between a Bear and an intermediate term correction until the fall is underway. Did anyone else hear him say that, or should I be in a rubber room?<G>