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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: marc ultra who wrote (10929)1/9/2000 8:35:00 PM
From: MrGreenJeans  Read Replies (1) of 15132
 
Marc

What is his model saying? 1)economic-growing too fast but if no recession clearly in sight would it be negative at this time? Hard to say.

Faster than normal economic growth could lead to a projection of rate increases in the months ahead that may indicate a recessionary tendency.

monetary-undoubtedly the money supply will now decrease post y2k but will his model show negative at this time?

Projected rate increases would mean a decrease in the money supply going forward by definition.

valuation-obviously if he finds this excessive and with us hanging around all time highs is negative.

I would add speculation, a mania, and valuation are obvious problems here.

In any event, this issue should be an interesting one. And may I add more speculative fuel to the fire: by mailing the issue out Saturday? most of us would receive it early next week when Bob has previously stated he would make a major call, i.e. early in the week.
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