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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 (5022)5/8/1999 5:01:00 PM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 15132
 
Marc: Re: "What a call on SFAM! I wouldn't be surprised if we see a new newsletter soon JUST A WORKING STIFF'S VIEW <g> unless you're already involved in one."

How about Werkenstiff Capital Mismanagement <g>. Hey, then I could get on the conference calls as an analyst. No, I am not involved in a newsletter currently. I am trying to due my best to slow the economy down so as to profit in the market <g>.

Re: " I didn't participate since my chicken little views won't let me put any more cash on the long side."

Your market view is sound. There is a race going on in this sector between improving fundamentals and the long bond. Would love to see a rally in the long bond in the coming weeks.

Re: "Of course you may keep nailing them even if we're in a bear market the way you're going."

Now there is a thought that will put me in the poorhouse <g>.



To: marc ultra who wrote (5022)5/11/1999 9:44:00 PM
From: marc ultra  Read Replies (1) | Respond to of 15132
 
Interest rates staying stubborn. I think a publicly announced bias to tightening along with putting the brakes on money supply may not be met well. Sold one of my Int'l funds and my some SPYders to raise more cash I'm probably less than 60-40 now, I guess that means I'm retired <g>

Marc