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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: rz who wrote (16664)	7/18/2004 1:51:17 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 110194

My experience with Faber is that he is usually early but seldom wrong.

To: rz who wrote (16664)	7/19/2004 10:07:08 AM
From: Knighty Tin	Respond to of 110194

rz, I agree with all of the above. But, as an old mutual fund manager, where the newspaper, no less, kept score on us every single freakin' day, I find it hard to accept what a manager says without a record to check. Yet, I find myself in the same position now. Prospective clients are always asking how my clients have performed. Well, there are 100s of them and they all have different risk objectives and restrictions. Some fully manage their own money, some take my advice all the time, most take my advice a lot of the time and some I can't get on the phone. We can't show my account because I am much more restricted than any of my clients, which makes sense. We don't want any front running or anything. So, I know why he can't show performance, because it isn't homogenized in any way. I would just like to see how his good ideas have worked in practice. It might be great or we might get a situation like Cramer had where his performance for one year was trumpeted in the press and it was lousy. He had a great 5 years, but that wasn't reported.