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

To: Tim Bagwell who wrote (13043)	3/14/2001 3:57:47 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 42834

tb, i said it before and i'll say it again. during the bull market a monkey w/ a buy button outperformed bob. during this bear, bob has outperformed the monkey by a tad. bottom line is that bob NEEDS a bull market to be successful. he NEEDS dis-savings. he NEEDS exploding credit. he NEEDS alan.com market manipulation. he NEEDS faked gdp and productivity growth numbers. he NEEDS talk of the new economy so normally rational people make irrational decisions. this is where we test bob's metal and it is lacking. wonder if he wishes he had never been born? ;-)

To: Tim Bagwell who wrote (13043)	3/14/2001 4:28:00 PM
From: Chris J. Horne	Read Replies (2) \| Respond to of 42834

re: "It would have fit Bob better to have no B2B, no Qs and 100% cash" It would fit us all to have 100% of our money in the best performer every day, or better yet, to use leverage (margin) or options on the best performer of each day. It is not reality.

To: Tim Bagwell who wrote (13043)	3/14/2001 6:03:21 PM
From: geode00	Read Replies (1) \| Respond to of 42834

The reason I said it would fit better to have been in 100% cash, no B2B and no Qs is because Bob said that. In fact, he had been preaching about capital preservation, the valuations in internet stocks and the casino mentality of the NASDAQ. Not five years before his actions but immediately preceding them and maybe even during them (can't remember for sure). That's why 100% cash would have made sense for Bob, not because it would have been better in hindsight but because it's what HE SAID TO DO. Then he went and didn't do it.