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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Investor2 who wrote (16069)6/12/2002 12:01:57 AM
From: geode00  Read Replies (1) of 42834
 
Pretty good size bear market.

Exactly. That's why it's so odd that Bob's longterm model has never gone 100% or even 100%+ bear. For years he talked about how he would sidestep a bear and then, apparently, he went over the root causes of a bear market and found them all (at least I think he did).

What kind of a bear market would it take to make the longterm model go from 65% to 100% or 100%+ bear? In addition, if his longterm model said that the bear was going to be deep and/or long (which I don't think it did frankly), why did he meddle with a counter trend rally for 1/3rd of his customer's portfolio?

That was taking an outsize risk without a net. Personally, I don't think he saw much of a bear and he meant to go right back into the market after a short, not so deep bear. That was why he was in the B2B stocks, MSFT, VOD, LU, etc. That's the only way his actions make any sense to me.

If he really did see a big, long bear (which I doubt) then what he did was a true fiasco.

This is how the QQQ's have done since Bob Brinker's Act Immediately bulletin:

QQQ Down 67%

That beats (negatively) all of the major indices and it did it in less time!
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