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

To: Boca_PETE who wrote (807)3/19/2001 1:30:28 AM
From: Math Junkie  Read Replies (1) | Respond to of 10065
 
Seems to me I heard that Bob went bullish at the end of the 1966-82 bear market. Does anyone know if that's correct?

One of the things that seems kind of nuts about the market right now is that the financial media are way too focused on the Fed. They are talking as if good news in the economy is bad news for the market. The thinking seems to be that it would reduce the likelihood of a rate cut, as if that were the only thing that mattered. But it seems to me that in order for the market to ultimately turn back up, corporate earnings growth has to start back up, and in order for that to happen, the economy has to stop deteriorating. What am I missing here?

Here is an article that suggests that the economic deterioration is slowing:

Message 15524943



To: Boca_PETE who wrote (807)3/19/2001 7:50:57 AM
From: MrGreenJeans  Read Replies (2) | Respond to of 10065
 
Pete

I think one needs to observe that Bob's Long-term timing advice has been correct (ie. Jan 10, 2000 call to raise cash reserves).

At best 60% correct and at worse less than that if one took cash reserves to adjust for CTR2. In hindsight, is the long-term model really working if it called for 60% cash in what seemingly is one of the worst markets in recent times?


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