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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: marc ultra who wrote (6266)6/25/1999 8:03:00 AM
From: MrGreenJeans  Read Replies (1) of 15132
 
Marc

I think Bob was quite clear if not adamant that we need to see new highs for a bear market call and that a bear call from his model does not come out after we've already corrected somewhat

I agree but I have only heard Bob talk about the scenario within the context of one possible rate increase. As a matter of fact, my understanding of his comments indicate that bond market rates are higher than they should be based on inflation expectations. It is not clear in my mind whether or not Bob's comments were reflective of more than one rate increase.

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