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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: areokat who wrote (47388)	10/2/2001 12:37:24 PM
From: paul_philp	Read Replies (2) \| Respond to of 54805

Mike, first I want to apologize for my harsh tone. It was inappropriate. I have been getting about 3 hours sleep a night since September 11 (I lost ALL my client in the days afterwards) and I am now official sleep deprived. I also changed my diet just before WTC day (no sugar, wheat, dairy, caffine, beef). A decaf soy latte from Starbucks does not pick me up. I am a real life bear as well as a stock market bear. Let my last word on the subject be that I think you interpret Moore's listserv postings in a very negative light. I have read several of your comments on these posts and I cannot follow your logic. FWIW. As for market timing, you definition is so extreme that it guarentees that any activity called market timing will fail. The intelligent TA / Market Timers I read give nowhere near the predictive power to their techniques that you suggest. FWIW. OTOH, I do admire you constancy and stick-to-it attitude. Mike and I both thought a year or so ago that the bear market would chase a lot of fair weather GGer out of the game. Moore just said the same, I think. I agree that this is Moore's point. The Gorilla Game will always breakdown if it is popular. In 1998-2000 many technology company was being assigned long CAPs. IMO, the key insight in TFM is that the market tends to undervalue superior CAPs. When this is not the case, The Gorilla Game breaks. And thank you for your stuff on BEAS. I've read until my head hurts. Thanks. I wrote until my head hurt. Recent (business) events have built my confidence in BEA's position in the market. Paul