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To: Bobby Yellin who wrote (12882)6/11/1998 11:22:00 PM
From: ahhaha  Read Replies (1) | Respond to of 116795
 
All that I'm doing is coming out and saying 2 + 2 = 4. That's quite a lot during a period of wealth and hubris, but it is you who are understanding. Without your understanding, whatever is said would be of no value. I hope that my musings will lead you to make better investment decisions. I do myself what I talk about. The portfolio that I manage has been in 70% cash since April. As usual this stance has elicited a lot of carping criticism. It's difficult to go against the public sentiment, but it is foolhardy to go over the fall. Beware the ides of fall.