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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (16797)	10/3/2002 5:06:48 PM
From: Tim Bagwell	Respond to of 42834

>>>I would argue that staying 35% invested was only wrong if you believe that market timing is infallible.<<< I would argue that 35% invested is a direct indication of Bob's uncertainty in his model. If you consider that 50/50 is complete uncertainty, Bob's allocation indicated only a moderate bearish leaning. So it stands to reason that he was not in possession of a clear indication of the bear. Add to that the myriad of other actions and inactions and I think his confusion is a convincing conclusion. >>>Sounds like you've been drinking the "Bob is always wrong" Koolade<<< I'm just using the best information I have to arrive at a logical conclusion. Of course, it would be far better if Brinker himself would explain his actions. But, of course, that will never happen. He'll always leave you guessing.