Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Math Junkie who wrote (17496)	2/25/2003 2:07:09 PM
From: Kirk ©	Read Replies (1) \| Respond to of 42834

This brings up another point: When Hulbert called Brinker in November of 2000 to discuss what to do about the fact that he had counted QQQ as applying to the model portfolios, Brinker should have given his subscribers the same advice as he gave Hulbert, in another bulletin, if necessary. What about the BJ Group who didn't get to sell as Hulbert did? You would think they would get Bob's "best advice" for the given risk profiles, no? Would you not expect the BJ Group to act as Brinker "really intended" his advice to be taken given his name was on the company and people were paying a rather large wrap fee for his market timing to be managed so they didn't have to interpret what he said and wrote? It has been reported they were told to hold and wait for further guidance just as the subscribers were told. Kirk

To: Math Junkie who wrote (17496)	2/25/2003 3:03:04 PM
From: Tim Bagwell	Read Replies (1) \| Respond to of 42834

It's true that the 9.5% number Brinker gave would apply to a balanced portfolio with only 50% invested on the equity side. However, that was not what the caller was asking. Brinker skillfully turned the callers question into a scolding attack on her that she should have a balanced portfolio thus putting her on the defensive and partially sidestepping the issue of the bum QQQ advice. It's up to her to decide how much risk she wants to take. If she opts not to have a balanced portfolio that doesn't excuse Brinker's lame QQQ advice. And for Brinker to imply that she had some other agenda only underscores his inability to deal with a losing trade. Brinkers tone and attitude on this call was totally inappropriate yet, sadly, understandable given his strategy of evade and obfuscate on the QQQ debacle.