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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 329.37-1.1%Nov 6 4:00 PM EST

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To: Investor2 who wrote (803)3/19/2001 12:38:32 AM
From: Math Junkie  Read Replies (1) of 10065
 
Re: "How does one tell the difference between a CTR and the first leg up of the next bull market?"

Now that's a good question. If we get a rally, and Bob issues a sell recommendation, we have to decide whether to sell or not. If that happens, I'm going to want to see some real good 'splainin' as to why his model is still bearish, in order to help me make that decision. If the "Five Root Causes of a Bear Market" are tight money, rising interest rates, high inflation, rapid economic growth, and overvaluation (high P/E), it looks to me like at least four out of the five are not a problem any more, which begs the question, why would the model still be bearish? I hope Bob will discuss what he looks for in identifying the end of a bear market.

BTW, I really liked yesterday's broadcast! (I still have to listen to my tape from today.)
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