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

To: marc ultra who wrote (6638)	7/7/1999 10:46:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 15132

I've commented before that there is much more bearishness in the market than the II survey shows. I think it is a long term indicator and many advisors are and were actually pulling money out. Hulbert said as much recently on CNBC (that they say they are bullish but have gone to a lower equity weighting). In other words, I don't think the bulls/(bulls+bears) ratio is as useful as it used to be as too many are using it and probably distorting the numbers. To say it like an EE, the sampling error is too large as there is a continium of allocations to equities but the question to decide bull/bear is nearly digital. cheers!

To: marc ultra who wrote (6638)	7/10/1999 8:52:00 PM
From: marc ultra	Read Replies (2) \| Respond to of 15132

Still didn't get my damn Marketimer so maybe I'll get the answer to this question Monday. I was surprised to hear that Bob sounded like the money supply growth was OK for now which was one of the reasons he gave for remaining bullish along with the economic picture being positive. I was surprised about this since he had spoken quite negatively about it before and I wasn't aware of data suggesting decent growth had resumed. Any comments or is this explained better in the newsletter. Marc