Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Justa Werkenstiff who wrote (353)	7/18/2000 5:20:17 PM
From: Wally Mastroly	Read Replies (1) \| Respond to of 10065

A Fly in the Ointment? - from the Dismal gang: dismalscience.com

To: Justa Werkenstiff who wrote (353)	7/18/2000 6:00:17 PM
From: MrGreenJeans	Read Replies (2) \| Respond to of 10065

Justa The other half of the analysis is to ask oneself if it is discounted by the market. I say such an outcome is the consensus now and that it is discounted in the market. A great deal of money comprises the consensus. One distinct possibility is that the consensus view may be the correct view. Unlike 1994, Greenspan is now expected to produce a soft landing. He certainly has an excellent track record. AJ Cohen said the other week that the market has fully discounted the good news. Her target is 1575 for year end if everything goes right. You can take that 5% if you want it because it is not risk free. Money placed in the market is never risk free. Once your money is in the market it is subject to market forces beyond your control in good and bad markets. You have to see the economy jump through Justa's three hoops: (1) reduction of growth to a sustainable level, (2) tame inflation and (3)little or no damage to the growth of corporate profits. Those are three tough hoops and the reward is 5% in a diversified portfolio. We may very well be seeing growth at sustainable levels we'll have to examine the GDP number next week. Tame inflation-I suggest we are there or off the mark a bit-close. Corporate profits I suspect will moderate not tank. The reward may be justa 5% or maybe the reward will be substantially higher. At worst, I expect to get the Brinker rollover The market has turned down significantly in the past three years in the August-October period. Just want you to clarify if you mean this rollover Brinker is predicting is not a seasonal one but more of a sustained unexpected one. I suspect you mean the latter.

To: Justa Werkenstiff who wrote (353)	7/19/2000 5:08:24 PM
From: sea_biscuit	Respond to of 10065

Well, I thought that Brinker will bail out of the QQQs after last week's move to 4200+ Will it possibly get there again before we get back to the bear market in right earnest? What will make it happen? Probably not the earnings reports because we are done with most of the biggies by now. Will it happen after the Aug 22 FOMC meeting, when people will be assured that there will be no rate hikes for another 3 months or so? Will we make it to 4400 or thereabouts this time?