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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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From: Tim Bagwell10/18/2004 2:52:12 PM
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Bobble has finally joined some of us here on this thread in recognizing that the market is dragged down by terrorism fears and pre-election uncertainty. As we've talked about here before, Bobble has always been slow to factor risk into his portfolio. As a result, he is now fully invested in a market that has moved sideways for nearly a year and fully exposed to the terror risk that he now admits is a part of this market.

Reading between lines, as is always required for Bobble speech, he implied in the program Sunday that as the election draws near the fear will diminish and the market will be launched higher. I didn't hear Bobble talk about the normal seasonal October weakness that may actually be the true factor which drives this market to new YTD lows. Sadly, Bobble-heads are not positioned to make any advantage of this late knowledge.

As usual, Bobble-heads are helpless. If they followed Bobble they are now fully exposed to a terror risk which has been present in the market for months. Bobble even had people adding to their positions at S&P 1100 months before he came to this realization. Nowhere in Bobble's portfolio strategy is there any adjustment for this risk.

Bobble has totally misread the market this entire year.
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