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

To: Rillinois who wrote (11667)	2/3/2000 12:26:00 PM
From: Allan Harris	Respond to of 15132

But why would Bob intentionally ride out a bear market with 40% exposure? Is it out of fear of failure or lack of confidence in the model? I think you have raised some important questions, ones that I had hoped would have been asked and answered on the show. Is the "timing model" on a Sell? If yes, why 40% Long? If no, why 40% Long? Is there a difference between the model "turning bearish" and the model issuing a "Sell"? If so, what is that difference? Has the "timing model" been tweaked? If so, when? Is the timing model based on objective criteria, or subjective criteria, or both? Is tactical asset allocation a part of the model? If yes, for how long? Has the model been overridden by exogenous circumstances? I think Brinker's current market opinion can be questioned in a respectful, intelligent manner, without disparaging the man or his work. It is part of the "cumulative" learning curve that Bob addresses from time to time as one of his goals for the show. IMHO, you are a straight shooter and I look forward to your thoughts. That's why can never the call show, too many tequila shooters on weekend afternoons. A