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

To: Justa Werkenstiff who wrote (6877)	12/31/2011 11:10:13 AM
From: Boca_PETE	Respond to of 10065

1931-1932 Parallels to today - a very interesting article The experience of 1932 provides a desperately valuable lesson. As a result of the decisions taken in those 12 short months, millions of people later lost their lives. Today, on the brink of a new year that could well prove the most frightening in living memory, we can only pray that our history takes a very different path dailymail.co.uk P

To: Justa Werkenstiff who wrote (6877)	1/1/2012 5:00:04 PM
From: Boca_PETE	Respond to of 10065

On today's live Moneytalk program, Brinker predicted that during the first half of 2012, equity portfolios will outperform income portfolios. He said that this outlook would only change in the event that his timing model issues a "SELL" signal. He said he had no predictions for the last half of 2012 - that that was too far into the future at this time to have an opinion on the markets. P

To: Justa Werkenstiff who wrote (6877)	1/3/2012 11:00:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 10065

Hi All: So what does a flat/negative third year of the presidential cycle portend for year four? "So what’s interesting is we’ve never had a decline in year three of a presidential cycle since World War II. You actually have to go back to 1939 to find a 5.5-percent decline in that third year. Then, you have to go back earlier than the 1930s to find the other one. Furthermore, I discovered that if the market advance was one-half of the average price increase of the third year–which has been 17 percent since WWII–then we end up having a sub-par fourth year of the president’s term in office. Specifically, any time we had a return of 8.5 percent or less we ended up having an average price change of minus 10 percent in the fourth year. Of the six observations where this occurred, the market fell five times. So it’s not a good thing if we don’t get a meaningful rally in the third year of a president’s term in office." editorial.equities.com

To: Justa Werkenstiff who wrote (6877)	12/25/2012 3:01:40 PM
From: Boca_PETE	Respond to of 10065

So Justa, we're looking forward to your views on the market 's prospects for 2013 and whatever other views you have on the growing investment challenges of the day? Do you have any opinions about diversifying by owning one of the Local Currency Bond Funds through a quality mutual fund family? Do you have a favorite region for investing in international equities? We hear you breathing out there and would welcome seeing your current views posted here if you would make some time in your busy schedule. Thanks in advance, best wishes for a happy holiday season, and a healthy, happy, and prosperous 2013. P