The Justa and Lars Honors Bob Brinker Investment Club Thread Message Board

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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread

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Dec 10 4:00 PM EST

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To: DD™ who wrote (6399)	9/29/2011 3:53:51 PM
From: Kirk ©	Read Replies (1) of 10065

If we are in a recession now, with slightly negative GDP growth, which I believe is highly likely now and in Q4, then do you think the market's low PE relative to 10 -year treasuries already discounts this or does it need to go lower? Recall Brinker started the year predicting 2 to 3% GDP growth and only lowered it to 1 to 2% after the first half came in under 1%..... Thus, if you do the math, he is STILL predicting higher GDP growth in the second half to reach the lower limit of his range. GDP numbers released today average 0.85% for the first half....(1/2 of 0.4% + 1.3%)

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