The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Wyätt Gwyön who wrote (70506)	9/28/2006 10:03:49 AM
From: ild	Read Replies (3) of 110194

<<< Arnold Van Den Berg ... is EXTREMELY bullish on US large caps>>> Why large caps? It doesn't make sense to me. I can understand to be bullish/bearish on particular companies or, at least, economic sectors. What does a market capitalization tell you about company's prospects? To me it sounds as Wall Street BS where they just want to manage your money by assigning allocations. About Fleck. He runs mostly short fund, so he's looking for shorting opportunities. AFAIK his fund doesn't have a web site and is not seeking new cash, therefore he doesn't publish any advertisement. Also last decade which witnessed two huge asset bubbles may not be the best time frame to judge mutual fund performance.

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