The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Allan Harris who wrote (11540)	1/31/2000 8:20:00 AM
From: Allan Harris	Read Replies (1) of 15132

This just doesn't add up to a bear call I respectfully disagree. Although I did not hear much of Saturday's show, I was able to hear the first full two hours of Sunday's show. Brinker has most certainly made a bear call, notwithstanding his refusal to use the S word and his inexplicable 40% weighting in equities. Sunday's message was pretty damn clear, "It's market timing, stupid!" (My words, not his...his bear call, not mine). I don't know what changed if anything since he first described this move as a change to risk-averse asset allocation. Maybe he saw that the markets weren't going to collapse as his Sell signal rang the exit bell; maybe he was emboldened by the last week's declines and the kudos he has received both on-line as well as on air Sunday; or maybe I just misread his earlier descriptions of what he was doing and why he was doing it. Whatever the case, Sunday's show is now archived and no doubt will be presented as evidence at some future date, in this forum and/or others, by fans and/or detractors, as proof positive that he either got it right, or wrong. A

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