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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 (1733)10/22/1998 5:39:00 PM
From: Lars  Read Replies (1) | Respond to of 15132
 
Justa,

Your Brinker Brilliance post was excellent.

I would like to add the "Andrea Effect".

The Andrea Effect has to do with Andrea's GE stock options. I have a feeling that she will be facilitating rate cuts again in the future. Those stock options look horrible when you go from 96 to 70, although she is back to the 86 range.

Remember she holds the keys to the castle if you know what I mean. The GE stock price decline may have caused the raising of the drawbridge. HA!

I just read that Siegel at Wharton thinks Greenspeak will have to cut rate to around 3% in 1999 to fend off recession. Mr. Market will definitely suffer from exuberance at that point.

Brinker was brilliant as you say. Unbelievable.