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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: mister topes who wrote (4731)	4/25/1998 10:50:00 PM
From: Investor2	Read Replies (1) \| Respond to of 42834

From my perspective, the most valuable idea that Bob presented today is the idea of re-balancing one's asset allocation. This huge bull run has definitely caused my allocation to lean way too far to the equity side. Best wishes, I2

To: mister topes who wrote (4731)	4/26/1998 3:57:00 AM
From: Alan Bell	Read Replies (3) \| Respond to of 42834

Don, Bob talked about a brick wall with the labels PE written on it. This and many other comments he made on Saturday's show clearly left the impression that there was no upside to the current market. (No upside can mean being flat for an extended period.) If this understanding is correct, doesn't it suggest that the sophisticated investor should lighten up on equities? Why take the additional risks with equities if there is little or no potential gain from taking that risk? Or did I misunderstand Bob's commentary? -- Alan