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

To: rsie who wrote (7102)	5/26/2012 12:42:05 PM
From: rsie	Read Replies (2) \| Respond to of 10065

finance.uncommonwisdomdaily.com@yahoo.com&sc=UWD&ec=4958174 what do you think. stunning.

To: rsie who wrote (7102)	5/26/2012 5:44:50 PM
From: Boca_PETE	Read Replies (1) \| Respond to of 10065

I heard a report yesterday that a forthcoming contraction in China and the impact of the European debt crisis makes a U.S. recession "baked in the cake" starting in 4Q2012 or 1Q2013. Will the U.S. stock market start to discount this in the coming months? It's a complicated muddled mess out there with the possibility of a major revision of the Euro in the world economy's future. If the Euro loses significant value - say it goes to party with the US Dollar - that means the US Dollar will buy more in Europe and Euro denominated investments will yield more US Dollars. But, if the change triggers debt defaults and bank failures in Europe, who knows what the offsetting hit will be. Will Bob's stock market timing model anticipate the above events should the happen resulting in a model portfolio change in time to dodge a resulting bear market? The answer seems unknowable to me. The last time he raised significant cash in his model portfolios, an intermediate term correction of about 19% preceded a rally to within 5% of the stock market highs. Bob will either be right and advise subscribers to take precautions, or, he will be wrong and experience the consequences of that. From my viewpoint, what's most important is WHAT YOU THINK WILL HAPPEN. P :-)