Value Microcaps Motherboard

[lentinman]

bbtoc: OCTOBER:

Well, you know I don't disagree with you. I was just putting October in historical perspective. The thing about October is that, although it is the 7th best month, it has the largest inordinate worst months in stock market history. Many famous ones as everyone knows.

Twice in the last couple days, the bull of the bull/bear debate on CNBC has sounded more like a bear than a bull. And, even MR. OPTIMIST (BULL) himself, (Kudlow) has started to waiver. I just can't figure out why Brinker has not moved from his position.

One can easily argue that (on average) the upcoming 3 months of the year (Nov, Dec, Jan) are the best, so why not wait until mid January to call the top? Perhaps, but considering all the nearly unprecedented problems our economy faces and the presidential cycle (the mother of all indicators) being so unfavorable, I stand by my position to be 80%+ (85% now) cash.

Len