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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 334.36-0.3%Dec 16 4:00 PM EST

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To: MrGreenJeans who wrote (975)4/5/2001 4:07:24 PM
From: Alan Bell  Read Replies (1) of 10065
 
One of things that has added to Bob's credibility in the past is his detailed on the air explanations of his views. Before Jan 2000, he had used many shows to introduce the salient concepts to his bear market prediction. And following the Marketimer issue, he answered many relevant questions. This provided a much deeper understanding of his reasons. We weren't buying into some arbitrary recommendation but into the economic rationale behind it.

With other analysts, one gets little more than the recommendation. It is really hard to know what their reasoning is so these must be taken as one small piece of information.

The bulletin announcing CTR2 was also very sparse in his description of the motivation. When the later Marketimers went into more detail, I wasn't sure that I would have been quite so quick to buy into it.

So it is important for Bob to talk in depth on the show about deeper economic issues that motivate his advice. Even as a subscriber, I would like to see him do this on CTR issues even if it reveals that information to a non-subscribers.

-- Alan
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