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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Yogizuna who wrote (28361)2/1/2007 5:27:33 PM
From: Kirk ©  Read Replies (1) of 42834
 

This reminds me of the person on SI who asked me why I was so bearish on CSCO near the great QQQ market top, and all I could say was something like, you're kidding me right? (but I did show them a chart)

Funny story. Back then I was not recommending index funds with great excitement. People asked why I didn't and my stock reply was "too much Cisco." The standard advice was still to have an asset allocation you wanted for the long term but chasing tech with new money was silly. I had plenty of tech stocks and it sure hurt (my net worth AND my newsletter portfolio performance) when they went down, but i sure took enough profits in 1999 and 2000 to have AMT issues even without a job other than that analyst consulting gig and selling a few newsletters.

So many of those "perma bulls" were crushed and disappeared from SI within a few years.

You don't think they came back as "newly minted bears who were experts on shorting" until the market turned in 2002/2003? There were quite a few forums here where some had quite the following. I know one who had his own forum here, gathered about $400,000 from readers and lost it all yet gave "fake reports" that said he was doing well. He's in hot water now with the SEC. The money management firm that was the BJ Group and still uses Brinker's name has a funny way to deal with the QQQQ mess. They show conservative returns back to 2000 or 2001 but the aggressive returns they only show to March 2003.... and footnote some BS about why... Yet they have data for all the portfolios back to the same start date!
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