SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: marc ultra who wrote (754)9/6/1998 7:01:00 AM
From: Justa Werkenstiff  Read Replies (2) of 15132
 
Marc: "I think a key issue for us is whether these international events which aren't accounted for in his model until a US effect can be surmised can drag us down hard and fast into a nasty bear market before any sell signal can be triggered. I don't think so and I think we are due for a big rally in the near term and hopefully there will be time for a sell signal and an exit if the time comes when it
looks like the US will get dragged down."

The international economic events are in his US model as a function of earnings estimates for the S & P. What any model cannot account for including Bob's is panic selling or international sentiment. We had panic selling last Monday in my opinion by institutions and foreigners. On the other side of the coin, Brinker's model cannot account for is panic buying which bids the market well above any historical measurement. Funny, nobody was complaining about that occurrence <GG>.

Re: " I don't think so and I think we are due for a big rally in the near term."

The rally is dependent upon the positive psychological impact of the potential for rate reductions by investor's worldwide. This should be interesting to watch come Tuesday.

Re: "I am concerned about the possibility earnings could fall more rapidly than Bob is currently anticipating but we will see."

I think that is a valid concern. Right after we have discounted one economic event, there is another one to discount. And the ripple effects are hard to measure.

Re: "Looks like on top of recent losses I may have to add the cost of a modem."

LOL. Maybe we can have our R & D do some work on a "Brinker Modem" which is guaranteed to give you a live MoneyTalk broadcast every weekend. Maybe we can rig our "Market Clapper" to turn it on?

Say, how many pencils would you have to sell to earn enough money to buy a modem <GG>?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News