SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: marc ultra who wrote (11537)1/30/2000 2:12:00 AM
From: marc ultra  Read Replies (3) of 15132
 
model bearish or not? It is still interesting to me that Bob has continually used language that would be expected if his model gave a bear call. The minimal upside vs greater than 20% downside which could be much larger, running through all the causes of a bear market with a caller Saturday and indicates they all pretty much exists etc. I wonder if Bob's model gave a bear or intermediate correction call but he decided for a variety of reasons to not go all the way to all cash, or if his model stays in miserable condition but perhaps with sentiment not making 70% or other factors it just doesn't quite reach the all out bear point. Whatever the case might be it seems the logic is solid and the market is displaying so many excesses and topping action that maintaining an inflexible all in or all out binary call from his model was realized as not the most prudent move anymore

Marc.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News