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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: marc ultra who wrote (1915)10/31/1998 9:50:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 15132
 
Marc: Looks like a club lurker took a cue from Two Beta Lars and decided to put some heat in his portfolio. LOL.

Hey, do you remember my end-of-the-month, no-money-for-medication because-the-disability-check-didn't-hit-the-mailbox-yet-theory for our buddy Mr. Sentiment Provider? Well, check the date and look who just arrived on the Brinker discussion site. And it is Halloween no less. What a call on my part!! Now if I can just figure out how to make a dime off of this insight.



To: marc ultra who wrote (1915)11/2/1998 11:47:00 AM
From: Wally Mastroly  Respond to of 15132
 
Re: "..investing some money he might need in 8 months... " + Fed rates

I heard this segment of Bob's show. I was a little surprised at his answer - although he qualified it. I also thought he would give a more conservative answer (like a money market fund,etc.). Assume this type of response reflects his strong confidence in our market (at least in the short run).

Greenspan/Fed rates, etc. -

When asked about his guess on the Fed lowering rates (at mid-Nov meeting) he mention the mixed GDP data out last week ( 3.3% & growth, but very low price deflator). If I heard him correctly, Bob was looking for a probable quarter point decrease & then the Fed may go back " on watch" for awhile. But he also indicated that this was not a "guaranteed decrease" - & that the market could dip if Fed doesn't lower at Nov. meeting (based on expectations).

I'm rooting for another dip!- I haven't bought all the stocks I've been watching....



To: marc ultra who wrote (1915)11/3/1998 4:17:00 PM
From: Lars  Respond to of 15132
 
Marc

>>>
I heard someone talking about the 2 beta S&P ultrabull fund and I was was wondering if that might be 2beta Lars calling.
>>>
That was not 2 Beta Brinkerhead Lars.

This 2 Beta Brinkerhead was "2 fisting it" at a college football game (one of the old stomping grounds). I have to admit I enjoyed tailgating and hearing how everyone had moved to bonds after selling into the decline. HA!!!!!

And yes, I did a little "Brinker bragging".