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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 (1408)	9/8/2001 11:49:14 AM
From: Investor2	Respond to of 10065

Hi marc. It's nice to hear from you again. Regarding your speculation about an old fashioned waterfall, I will become much more aggressive in my dollar-cost averaging if we get one. Regarding your comment about investment success (or the lack thereof), my success has been moderate. I could have done better if I would have: - Waited a month or two before selling, since Bob's call was just a little early. No big deal here. - Sold a little more at the top - I held on to a portion of my tech and European equities. - Ignored the attempt to catch the QQQ counter-trend rally, although I only put a few percent of my total in that speculation. All in all, with my large percentage in bonds and GNMA's doing extremely well and my defensive stocks holding steady, my financial assets are remaining about flat. Good luck, I2 P.S. - How's the battle against cancer going? Was it ENMD? Is there anything on the horizon for Altzheimers? Thanks

To: marc ultra who wrote (1408)	9/8/2001 4:25:16 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 10065

While a final bottom is possible, given valuation and such the final bottom leading to a cyclical bull might not occur until 2002... Don't you think that a bottom that leads to a cyclical bull has to be at a really, really low level? Like 650-700 on the S&P and 5000 on the Dow? (And possibly 800 on the Nasdaq and 600 on the Nasdaq 100, i.e. corresponding to a QQQ of 15) My guess is that the powers-that-be will not let it happen. So we will end up with a secular bear with a few cyclical bulls thrown in. It will be so much like 1966-1982. Even with respect to inflation... Hopefully. We better have 5% or so inflation, or else, nobody -- individuals or corporations, will be able to repay their massive debts. The only way they can repay is with inflated dollars.