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Strategies & Market Trends : Bob Brinker, Moneytalk and Marketimer -- Ignore unavailable to you. Want to Upgrade?


To: octavian who wrote (1876)12/20/2007 7:44:18 PM
From: InvesTingRead Replies (2) | Respond to of 2121
 
"A lot of really good mutual funds managers have held homebuilders, citibank and countrywide right through this correction."

Then if I were you I would not be so anxious to call the Shilling guy crazy. He may be the Howard Ruff of today; but just looking at those two articles, the fact that he does have a regular column in forbes and is well known makes me think that perhaps you are being a little hard on him.

I am amused by some of your fellow Brinker supporters ("shills" if you like the term to be compared to the overused "bashers) who claim all of these other guys are dumb and Brinker is brilliant--though Brinker never sticks his neck out, but rather always equivocates. I've heard you guys run down the Roger's guy. In the old days Brinker idiots on his site claimed that Buffet was "out of touch" --Buffet has done so much better than Brinker since 2000 when the shills on Brinker's site said the guy was finished (and I said it was likely a great time to buy Berkshire)that it is not even close. Jimmy Rogers is always a target of the Brinker goobers. Rogers has made more REAL money that was documented in his performance than Brinker can lie about in his phantom portfolios that leave out calls that don't work.

I think you are as Math once said "a little too optimistic where Brinker is concerned."

In this case at least the two articles I saw from this guy (again I wouldn't buy his newsletter and I am certainly not promoting that Shilling is right all the time or even often) shows a depth of intellect that I've never seen Brinker even come close to. And so far--his take has been "skeery good" on this matter. I hope he's wrong from here on. But certainly if one would have shorted those homebuilders and shorted those financials they would have one whole hell of a lot more money than following Brinker the last two years.