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Strategies & Market Trends : Stock and Bond Market-Timing: Can it be Done? -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (2753)8/4/2014 1:17:35 PM
From: Honey_Bee  Respond to of 3605
 
There are a lot of subjects that have zero chance of ever getting on the air. Here are some comments from one of my favorite commentators at the blog:

Jim said...Here are a few thoughts I had as I was listening today:

1. Brinker's call screener was doing a very effective job today. The stock market suffered its biggest weekly loss in quite some time, yet not a single call about it. Does Brinker really expect us to believe that callers would rather talk about Argentina?

2. Brinker tried to give us a definition of "weakness", but he needs to define it in percentage terms.

3. IMO Brinker seems a little less certain that a mid-term election year correction will occur. A few months ago he seemed almost certain, but now it seems more like a toss-up.

4. Brinker correctly stated that everyone knows the Fed will raise rates in 2015. That also means the bond market knows it too. In fact, the first rate hike may be already priced in. The only thing that could upset the bond market is if they must raise rates sooner than expected or raise rates quickly once they begin. If neither of those events occur I don't expect a disaster for bonds.

5. The third hour was quite interesting. I've probably only listened to the entire third hour maybe a dozen times. In the past I've been critical of him treating guests (like Greenspan) with kid gloves. Not today however! Some might say he went too far today, but it was entertaining.

August 3, 2014 at 8:18 PM




To: Kirk © who wrote (2753)8/4/2014 1:24:09 PM
From: Honey_Bee  Read Replies (2) | Respond to of 3605
 
Kirk, as you may know, a lot of people have been writing my blog and asking what Bob Brinker means by "dollar-cost-average on weakness." Some are complaining that this lack of direction has kept them out of the market for much of this latest run up.

Well, I'm sure after reading my blog daily, Brinker decided to give an explanation. It would be funny if it wasn't so pathetic. Brinker wrote: "We view market weakness as a short-term interruption of an ongoing uptrend."