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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (12507)	2/28/2001 6:14:58 PM
From: geode00	Respond to of 42834

Brinker teaches people to think too, as he has explained the principles that he uses to evaluate the economy, the markets, and investments over and over Where was the explanation of what happened to his Q call? Still haven't received a single answer to this question. He has not explained the principles behind this investment at all except to say it was the market internals. I would very much like to hear an explanation of this. Saying that it's a proprietary model is just an excuse. Why did he call for this trade after all he had said about capital preservation and bear markets? Opinions please.

To: Math Junkie who wrote (12507)	2/28/2001 8:38:00 PM
From: Kirk ©	Respond to of 42834

Good points. Seeing another day of red is never fun so I get feisty. My 2 hr workout, hopefully, has cleared my head. I have a fundamental difference of opinion with "asset allocators" like Rande in that I believe buying the right stocks for the right price is no different than deciding to put an ice factory in Alaska (bad choice of business) or selling cold beer and soda at a hot ball game (always a winner). Of course, it can be a full time job. Picking good companies at the right price I believe is possible. I believe it gets impossible for most to do on a large scale where they have to watch quarterly performance and have to do the lemming dance. ALL of this is completely different than market timing which most that I respect say is impossible and I think Brinker has proven it to be impossible again by the benchmarks I use (attempts between 1985 and 2001 including QQQ plays).