SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Allan Harris who wrote (11558)2/3/2000 11:57:00 AM
From: Rillinois  Read Replies (1) | Respond to of 15132
 
Allan P. Harris,

Is this an official flip-flop? Or are you firmly on both sides of the fence yourself? <g>

I think you make a good case either way. There is no doubt that the guidelines Bob has set out to determine whether a bear is upon us has been met (5% upside, 20% downside). But why would Bob intentionally ride out a bear market with 40% exposure? Is it out of fear of failure or lack of confidence in the model?

IMHO, you are a straight shooter and I look forward to your thoughts.

Best Regards.

Rillinois