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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 (2175)	11/18/1998 9:31:00 PM
From: MrGreenJeans	Respond to of 15132

M2 What is your take on M2? Are we sloshing around in liquidity? This is a very easy question. All the excess liquidity the Federal Reserve has been pumping into the economy will find its way into the equity and financial markets driving prices even higher. We are virtually certain of new all time highs with forecasted ranges adjusted even higher. Your other points are well taken. The market has made historic moves these past few weeks and the no one can criticize anyone for taking profits in here.

To: Justa Werkenstiff who wrote (2175)	11/18/1998 11:13:00 PM
From: marc ultra	Read Replies (2) \| Respond to of 15132

Justa,re<<<m a young lad with plenty of time. I am 100% in equities but I have hedged 25% of my portfolio. I want long term capital gains on the long positions and so I have decided to hedge on strength. I am reluctant to sell for this reason. I initiated many of these long positions in October.>>> I am just a pre-pubescent boy trying to make my allowance money go further. I am heavy into equities at the moment since those PEZ dispensers have a microchip in them now and I'm eating a lot of candy lately to get over my depression about Ginger Spice leaving the group. Marc

To: Justa Werkenstiff who wrote (2175)	11/20/1998 3:43:00 PM
From: Lars	Read Replies (1) \| Respond to of 15132

Justa, >>> MrGJ: I am a young lad with plenty of time. I am 100% in equities but I have hedged 25% of my portfolio. I want long term capital gains on the long positions and so I have decided to hedge on strength. I am reluctant to sell for this reason. I initiated many of these long positions in October. >>> The Mary Kay gang thinks you are a young lad too. >>> I doubt this is anything to sell out of at the risk of trying to market time the noise, but I think we should be cautious here on the thread. Some people might want to begin considering increasing some cash from income, or raising cash from trades or even an equity to bond move if they are overweighted. >>> Great point. The psychological dynamics of the market are fascinating right now. Very interesting. >>> I will be watching the impeachment hearings tomorrow. I agree with Brinker that it should not be a market crushing event. But I think the potential is for surprises to the impeachment side. I want to see if there is a reaction in the markets. The absolute worst thing to happen other than a crash is a climb over 9400 in a moon shot fashion with the fat and happy plowing money into the speculative stocks. So here is the market's chance to react to something -- anything -- potentially negative. >>> We appear to be on our way to a serious upside frenzy. The market will reach a point once again where it will crash if there is a rumor that Greenspan stubbed his toe. Who knows? It pays to be prudent here. 2 Beta Brinkerhead is watching very carefully.