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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 (14782)	6/25/2000 11:02:00 AM
From: Gersh Avery	Read Replies (3) \| Respond to of 15132

I think that it's going to be a very interesting Monday following the day that Bob tells everybody that the NAZ rally is over ..

To: Justa Werkenstiff who wrote (14782)	6/25/2000 12:20:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 15132

Hi Justa: Nice job on being forceful in keeping the thread on track. Bob is his usual informative self. His opinions are always valued (at least by his normal listeners). I have a comment regarding your take on Bonds. If we have a hard landing I would think the credit quality of many of the municipals can come into question. Good point on investing in only insured municipals (MBIA while a good quality insurer won't be a stock to own but it is solid financially to survive). I also have a concern on the dollar weakening which can adversely impact the face value of bonds. Of course if AG continues to raise the $$ will continue to strengthen. However, I'm more inclined to cash than bonds at the momment. I believe Bob's 60% weighted in cash now (I can be off on this). For money market accounts I'd recomend only funds in federal instruments. If the market really goes south we may see some fund families not be able to keep the face value of $1 with some large defaults. Just my take. Keep up the good work and have a nice weekend. Tim