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

To: Kirk © who wrote (11664)	2/3/2000 12:10:00 PM
From: Rillinois	Respond to of 15132

Kirk, My guess is the call is 40:60 = 2:3 as it means 3 of the 5 major indicators are reading Bear and the other two are sufficiently degraded that he felt an allocation switch was prudent. The reason I disregard that theory is Bob has been very clear in the past that he does not know where the model will be in the future and thus it would be impossible for him to make predictions as to when the model would turn bearish. The model was designed to be out of the market when it signals a bear. Isn't this why Bob said he was glued to his model a few months ago? He didn't have an opinion then, why is he making a guess now. Also, if this is the case is Bob making one of the biggest mistakes in investing...letting your emotions decide your decisions? Why not wait for the official signal? Myself, I have remained at 80:20 where I have been since last summer so I have cash to buy dips in great companies when they sell at reasonable valuations. I think you have it right. Best Regards. Rillinois