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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: marc ultra who wrote (6271)	8/21/2011 11:52:03 PM
From: Kirk ©	2 Recommendations Read Replies (2) \| Respond to of 10065

I know MANY who correctly got out before he 2008 mauling and got back in AND got out again higher than we are now. I warned on my web site with an article ECRI asked me to publish for them that a recession was UNAVOIDABLE.. March 28, 2008: ECRI Calls it "A Recession of Choice" that radio show entertainer you so admire called us "Recession Cassandras" so don't give me any BS about nobody could see it coming. Honeybee wrote an exceptional summary of that show here 5/31/08: Cassandra Bashing Many warned of an impending recession and urged caution. Heck, some of us even suggested some like Brinker were taking far too much risk and started a "Retirement Advisor" newsletter where we suggested the MAX in equities was 50% for retired people. I pointed out many times that Brinker's P3 was 2/3rds in equities at the time and far too risky. I have a friend who writes a competing newsletter that not only got out but was short, got back in at a much lower level then got out and was 100% flat for this latest pullback. I believe he was also short the 2002/3 bear market and got back in a lower level than he got out. So saying NOBODY could see these black swans and time them is either uninformed or a lie by a paid shill. What still amazes me is why you persist in promoting Brinker. Does he pay you?

To: marc ultra who wrote (6271)	8/27/2011 11:08:05 AM
From: Kirk ©	2 Recommendations Read Replies (1) \| Respond to of 10065

"You continue to be repetitive as you choose to ignore the black swans that intervened." I recommend you read page 137 of the June 13, 2011 issue of Fortune . They do a good profile on Bob Rodriguez, a portfolio manager who correctly predicted the last two stock market crashes. He had a substantial cash position going into the last one such that his portfolio nearly doubled off the bottom on the graph they show. He's more than doubled the S&P500 over the period they show. Yahoo shows his returns by year (something Brinker keeps a state secret) at finance.yahoo.com Our records are similar as we use similar strategies. Both lost in 2007 but made money in 2001 with our best years usually right after a bear market where we put dollars raised when the market was up back in. It is a loaded fund but there are often ways to avoid paying those fees. It is interesting to read how when he sticks to his guns and refuses to follow trends while others pour in, the money comes out of his fund so it costs him.... right now he won't buy any bonds but short term in his income fund and it is costing him as people are chasing bond performance. I agree with him and believe this is another clue of the next bubble to collapse. Ahhh... here is the article on the net finance.fortune.cnn.com It is an excellent article. Expand your horizons so to speak. 8)

To: marc ultra who wrote (6271)	8/27/2011 11:12:10 AM
From: Kirk ©	2 Recommendations Respond to of 10065

BTW, ALL of Bob Brinker's fixed income portfolios lost money in 2008. Brinker's fixed income advisor model portfolio #1 lost 21.7% in 2008. Brinker's fixed income advisor model portfolio #2 lost 11.5% in 2008. Brinker's fixed income advisor model portfolio #3 lost 5.2% in 2008. Brinker's fixed income only portfolio in “Marketimer” lost 2.1% in 2008. FPA New Income (FPNIX) managed by Bob Rodriguez did not finance.yahoo.com Again, the link to the article I just read in the magazine. finance.fortune.cnn.com