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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: RobertHChaney who wrote (47395)10/2/2001 2:21:22 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Robert,

It has been a long time (more than a year) since I followed Moore's listserve. In its relatively early days, Moore often wrote that Gorilla Gaming as an investment process had yet to be tested (real time) in a bear market. I always inferred from his comments about that that he was open minded to tweaking things if a bear market provided reasons to do so.

Frankly, I'd like to see the next revision of the book postponed until we have a clear end to the bear market and a clear end to a slower growing or recessionary economy. I think once the cycles in the economy and the market have reversed, there will be a lot more to learn from the bear market. That's why I'll be fascinated to see what conclusions Moore draws and if they are so fundamental that he decides to change the 10 rules of Gorilla Gaming.

--Mike Buckley
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