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


To: Gary105 who wrote (17802)4/7/2003 10:57:17 AM
From: Kirk ©  Respond to of 42834
 
the key to really good timing will be the next sell signal.
Korn, Crawford, Liebovit are all temporarily bullish - all 3 are implying that current rally is temporary and their followers are already preparing themselves for next sell signal. Imo, most of Brinkers followers are in the dark about next market wave. Imo turning point sometime in June.


David Korn is 78% in money funds. Hardly bullish. (his newsletter is great for information, but his portfolio experience is only tested for the bear where he stayed mostly cash once he stopped out of QQQ for a loss and he doesn't track his own model portfolio performance.)

Brinker says 1 to 3 yrs for the Rally. He has QQQ even in his P3 so his fully invested funds are fairly high in Beta as well.

I think Crawford says the Rally lasts until June

Technically there are unfilled gaps at MUCH lower levels (2500s on the Dow), fundamentals are poor (high p/e, low dividend ratios), consumer is tapped out, and most of big business are cowards with respect to new investment.

So are you short or flat? -vbg-

Kirk



To: Gary105 who wrote (17802)4/7/2003 6:34:00 PM
From: Boca_PETE  Read Replies (1) | Respond to of 42834
 
GJG - I think I heard Bob say on the radio in answer to a caller that if we go into a new recession in the coming months, then his March 11 cyclical bull call will be wrong.

P