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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 331.68-1.2%4:00 PM EST

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To: Boca_PETE who wrote (807)3/19/2001 1:30:28 AM
From: Math Junkie  Read Replies (1) of 10065
 
Seems to me I heard that Bob went bullish at the end of the 1966-82 bear market. Does anyone know if that's correct?

One of the things that seems kind of nuts about the market right now is that the financial media are way too focused on the Fed. They are talking as if good news in the economy is bad news for the market. The thinking seems to be that it would reduce the likelihood of a rate cut, as if that were the only thing that mattered. But it seems to me that in order for the market to ultimately turn back up, corporate earnings growth has to start back up, and in order for that to happen, the economy has to stop deteriorating. What am I missing here?

Here is an article that suggests that the economic deterioration is slowing:

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