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

To: marc ultra who wrote (782)	3/17/2001 4:58:25 PM
From: MrGreenJeans	Respond to of 10065

Marc advised those aggressive investors who want to participate. Just for the record the QQQ trade was for those from conservative to aggressive in varying degrees.

To: marc ultra who wrote (782)	3/17/2001 5:32:48 PM
From: marc ultra	Read Replies (1) \| Respond to of 10065

So let's see. Bob is talking up the possibility of a secular bear. This cyclical bear likely not to end until 2002 or possibly later. That would mean if we don't get a good CTR and time an exit brilliantly then the next opportunity to take major precautions may not be until the top of the next cyclical bull which may be a couple of of years down the road. That's a pretty depressing thought. Marc

To: marc ultra who wrote (782)	3/17/2001 11:52:13 PM
From: marc ultra	Read Replies (3) \| Respond to of 10065

Stretching for a CTR. Maybe what we really need for a big NASDAQ CTR is for the Dow to be blasted some more, finally into bear market territory with some semblance of NASDAQ outperformance. Then that will take away the idea of avoiding the pain by simply rotating out of technology and staying in sectors more represented in the Dow. I thought I heard recently that the S&P500 ex tech and telecom is holding up quite well. Maybe if we can get a few more weeks where the Dow gets battered again without destroying tech we will get more normal bear market behavior including the presence of more powerful CTR's. Considering the Dow itself has IBM, EMC, HWP MSFT, INTC, CPQ etc. it has held up remarkably well before last week. Passing 20% down in the Dow may get the attention of those in sectors that have performed relatively well through all this. No offense to those not heavily in tech at the moment.<g> Marc