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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: MrGreenJeans who wrote (2610)12/29/1998 6:24:00 PM
From: marc ultra  Read Replies (1) of 15132
 
MrGreenJeans,re:p/e as an indicator

I would agree but while I haven't checked the numbers I suspect excessive bullish sentiment of 70% would usually occur when valuation is stretched because of all the technicians in the survey who are following the trend and couldn't care a bunny rabbit's tail about valuation. So while we may lose valuation and sentiment I think Bob's model which I think respects the long term trend and is tilted a bit to the long side is unlikely to go bearish as long as as the Fed remains friendly, the money supply spigot remains open and the economy remains without visible recession or overheating. I guess from there it just depends how cautious or defensive you want to be

Marc
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