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

To: Boca_PETE who wrote (7199)	7/26/1999 9:00:00 PM
From: David Bogdanoff	Read Replies (2) \| Respond to of 15132

To all; We all know that BB uses "valuation" as one of four factors in his timing model, and that he considers valuation high now. Has he ever discussed the Fed's valuation model(i.e. ratio of corporate earnings to yield on 10 yr. bonds)? According to economist Yardeni, who follows this ratio, this yardstick shows stocks to be 43% overvalued(reported on CNBC today). Comments anyone? (yes, I know, its been overvalued for years now). Davod