The Justa and Lars Honors Bob Brinker Investment Club Thread Message Board

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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread

VTI 334.08

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Oct 30 5:00 PM EST

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To: marc ultra who wrote (2609)	7/2/2003 6:05:33 PM
From: marc ultra	Read Replies (2) of 10065

II Bullish sentiment drops from 77.04 to 71.76 this week, schaeffersresearch.com Looks like a lot of bulls ran to the correction camp along with everybody. While numbers are numbers and I don't want to stretch arguments to confirm my bullish stance, I have real question about the depth of bullishness. I'm a nervous bull at this point and most I know are nervous bulls. This is nothing at all like the late bubble mentality where everyone was blabbing about how it's different now and there's a new paradigm. So I think with these incredibly fundamentals of an extreme liquidity drive by the Fed along with meaningful fiscal stimulus and short term alternatives like MMs running about below zero real rates, I think the bullish case remains intact for now. Marc

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