Bob Brinker, Moneytalk and Marketimer Message Board

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Strategies & Market Trends : Bob Brinker, Moneytalk and Marketimer

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To: sweetsue who wrote (1129)	9/24/2007 9:10:30 AM
From: Boca_PETE	Read Replies (2) of 2121

Sweetie Pie, Premiss#1: Portfolio asset allocation decisions are based SOLELY ON signals generated from a stock market timing model. Premiss#2: Stock market timing model FOCUSES PURELY ON CYCLICAL TRENDS! IMPLIED CONCLUSION: While Secular Trends could be interesting, THEY ARE NOT RELEVANT for portfolio asset allocation decisions which are based PURELY CYCLICAL TRENDS. CAN YOU EXPLAIN Given Premises 1 & 2 above, can you explain under what system of logical reasoning that SECULAR TRENDS could be relevant to asset allocation decisions when all such decisions FOCUS PURELY on CYCLICAL TRENDS? How you personally feel about such a disclosure about his decision making process is your business. I saw it as a factual disclosure by the person closest to the process. I frankly do not understand why the above is so difficult to understand. I'm forced to conclude that you are intentionally busting my chops unless you respond with an amazing insight. P

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