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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 (1737)	10/21/1998 12:23:00 PM
From: Kirk ©	Respond to of 15132

Justa Nice post and I agree! See suite101.com for more commentary regards Kirk out PS My guess is Bob will make the call AFTER he sees the money flowing as he is a bit more conservative than some of us and the outperformance is supposed to last several years once it starts. My post says I am just getting my allocations into small caps from maybe 10% to more like 30% to match the Wilshire 5000. I will probably wait like BB to increase from there..8)

To: Justa Werkenstiff who wrote (1737)	10/21/1998 12:57:00 PM
From: Hank Stamper	Read Replies (1) \| Respond to of 15132

Justa wrote: "Liquidity is a driving force. Look closely. IPOs are going back on the shelf. A company can't get high yield financing as a business without paying loan shark rates. The Fed. sees this and will carrot and stick people to provide that liquidity. It will flow to the small caps. " In other words, the shift by the Fed provides funding for the capital expansion needed for the revenue growth of companies? And, you are saying that the small cap companies are more sensitive to the availability of investment borrowing? Why would this (latter) be the case? Ciao, David Todtman