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

To: MrGreenJeans who wrote (975)	4/5/2001 1:21:06 PM
From: Boca_PETE	Respond to of 10065

Mr. GJ: Faith in "Short-Term" Calls Shattered / Faith in "Long-Term" Calls in tact, but under careful scrutany. To say "capital preservation in a bear market is paramount" and then go on to advise scalping short-term profits from counter-trend rallies against the overall bear trend of the market, besides appearing to be an oxymoron, seems to me now to be pure folly. As of last night, total portfolio down 9% from high reached early December 2000 (would have been down much less had I not participated in CTR2 last November in the NAZ 2800-3000 area. Too "shell shocked" to look at other marketimers any more than I have been doing over the years. P

To: MrGreenJeans who wrote (975)	4/5/2001 1:49:14 PM
From: Math Junkie	Respond to of 10065

Ditto what Pete said.

To: MrGreenJeans who wrote (975)	4/5/2001 3:45:14 PM
From: Beobe	Respond to of 10065

re: Which leads me to a question. How many here have lost confidence in BB's ability to call the market and how is that effecting your investment decisions? _______ I have learned a lot from BB over the years. The past few months and the qqq's have taught me more about asset allocation, risk tolerance and setting stops. I would not ride an trade down to zero (or close) again.

To: MrGreenJeans who wrote (975)	4/5/2001 4:07:24 PM
From: Alan Bell	Read Replies (1) \| Respond to of 10065

One of things that has added to Bob's credibility in the past is his detailed on the air explanations of his views. Before Jan 2000, he had used many shows to introduce the salient concepts to his bear market prediction. And following the Marketimer issue, he answered many relevant questions. This provided a much deeper understanding of his reasons. We weren't buying into some arbitrary recommendation but into the economic rationale behind it. With other analysts, one gets little more than the recommendation. It is really hard to know what their reasoning is so these must be taken as one small piece of information. The bulletin announcing CTR2 was also very sparse in his description of the motivation. When the later Marketimers went into more detail, I wasn't sure that I would have been quite so quick to buy into it. So it is important for Bob to talk in depth on the show about deeper economic issues that motivate his advice. Even as a subscriber, I would like to see him do this on CTR issues even if it reveals that information to a non-subscribers. -- Alan