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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: MrGreenJeans who wrote (6441)6/30/1999 10:13:00 PM
From: Investor2  Read Replies (2) | Respond to of 15132
 
Re: "I suspect Bob will hold on to the bull argument in the weeks ahead."

I would tend to agree with you. Here's my reasoning:

The next Marketimer mailing date is listed as July 7. That means that it needs to be written before July 6. Which, given Bob's weekend "vacationing," really means that it needs to be written on Friday, July 2.

I'd guess that the model is currently bullish and there's not enough time for it to change by Friday. Therefore, Bob's July newsletter will say, "The market is richly valued. We've got to be vigilant, but stay fully invested for now." Since Bob is unlikely to issue a "sell signal" soon after his newsletter (he probably will wait until the next regular issue), he will, as you say it, "Hold on to the bull argument in the weeks ahead." If not longer.

Best wishes,

I2



To: MrGreenJeans who wrote (6441)7/1/1999 10:11:00 PM
From: Hank Stamper  Read Replies (2) | Respond to of 15132
 
Mr. G Jeans,

"Bob places a lot of importance on the money supply because it is the excess money that finds its way into equity markets creating large moves."

When you write "money supply," to which "M" do you refer: M1, M2, or M3. And, how specifically, does the money find its way into the markets?

Thanks,
David Todtman