Bob Brinker: Market Savant & Radio Host Message Board

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

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To: Tim Bagwell who wrote (16368)	8/2/2002 6:03:58 PM
From: geode00	Read Replies (1) of 42834

LOL. However, IMO, I see Brinker as thinking that a bear could ensue due to a parabolic rise in prices that far outstripped earnings. However, I also think he thought it would be short and that the internet miracle would revive the bull after a nice downdraft to take out some of the excesses. I think this because: 1. He never said sell 2. He never increased (even by another 5%) his 60-->65---? cash allocation. 3. He never put the cash into anything longterm so that it would be readily available to deploy into the next bull. It's still sitting in MMFs regardless of how much he yammers about GNMAs. 4. He never bought any of the contra funds that he had pointed out time and again he would buy if he saw a bear. Well, he didn't buy so he didn't (hasn't seen) see a bear. 5. He thought a new bull would put a safety net under the QQQs just in case the CTR didn't materialize. This scenario also explains his hyping of TEFQX as the tip of the iceberg (yeah, the one that sunk a million 401Ks). IMO he's in full and total denial.

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