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

To: mister topes who wrote (2626)	12/30/1998 1:11:00 AM
From: Lars	Read Replies (1) \| Respond to of 15132

Don, >>> Fortunately, I took the Captain's advice and have my own watermelon smile for New Years! Also, you gotta love the bearishness expressed on this thread by those wearing green jeans. >>> I look forward to the Starship Commander's full discourse in the January issue of Marketimer. I think what appears to be typical bearish positions on this thread may not be what a person would expect (e.g. 100% cash). In fact, it is much to the contrary for me. I have a multi-year Brinkerhead watermelon smile! Without a doubt! And I plan on having it for years to come. How have I achieved this? By being 100% in equities with leverage in some cases. Thank you Bob Brinker for your tremendous track record. Thus, in my case a cautious position is moving to maybe 60/40 or 70/30 range. I still reap Bob's predicted surprise to the upside in the next 12 months with cash on the side to take advantage of those wonderful gift horses. I may not be recalling this correctly but I believe MrGreenJeans and others are basically 95% in equities in some cases. I wonder if those people are similar to me whereby they are only going back to a 60/40 or 70/30 portfolio (what would be a normal portfolio's bullish position). I appreciate any comments. Don has brought up a great point to discuss.

To: mister topes who wrote (2626)	12/30/1998 5:48:00 AM
From: Justa Werkenstiff	Respond to of 15132

Dono: Your comments are always appreciated. I don't think this thread is bearish. We are just not as bullish as when the markets were getting clobbered this past summer which is a good thing. I betcha Brinker thinks the same way. Brinker has always taught us to be paranoid when the crowd thinks the market is like printing money. And there can be no doubt that this is the case today. We should always be looking for potential market set-backs in our trading and investing; otherwise, we may start to resemble an internut thread here. So our thinking on this thread may resemble a wall of worry. What we are doing here IMO is talking about the other side of the coin as an exercise of justified paranoia. But this thread does not represent the investing public today. In the investing public, there is no wall of worry today. Nobody is worried about anything except missing the money train. Well, fortunately for us and thanks to Brinker, in part, we got on the train before it left the station.