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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: J. M. Blackburn who wrote (3523)	2/19/1998 9:10:00 PM
From: Skeeter Bug	Respond to of 42834

>>With the possible exception of 1987 there hasn't been a reason to sell one's portfolio and the risk has been in not being in equities.<< agreed. we know bob is great at being long in a bull market. this does not necessarily transfer into being good in a bear market. just a thought.

To: J. M. Blackburn who wrote (3523)	2/19/1998 9:16:00 PM
From: Tim Bagwell	Read Replies (4) \| Respond to of 42834

Maybe we can piece together a few things about Bob's model. We know there are four components and we know that they are weighted nearly equally. I don't have the four components here in front of me right now. Someone remind me please. A contrary component is sentiment. Another component is money supply. What else?

To: J. M. Blackburn who wrote (3523)	2/19/1998 9:30:00 PM
From: Alan Bell	Respond to of 42834

has BB ever suggested selling one's portfolio? In March '97 there was a pullback of about 10%. The market quickly recovered and hit new highs. One or two weeks before the pullback, BB made the comment on the show - "The market is ripe for a correction." He made the comment almost in passing and it easily could have been missed. This correct call convinces me he can identify bear markets. -- Alan

To: J. M. Blackburn who wrote (3523)	2/20/1998 1:06:00 AM
From: Ken Brown	Read Replies (1) \| Respond to of 42834

>>With the possible exception of 1987 there hasn't been a reason to sell one's portfolio and the risk has been in not being in equities. << There was a quasi-bear market in 1990. Anyone remember that? It was "relatively" painless, although small caps were hit pretty hard (the Russell 2000 was down about 25%). We started listening to Bob sometime around 1989 or 1990. I seem to recall, though I am not 100% certain, that Bob's US portion was partially in cash at that time. Does anyone remember something similar? Or has Bob been fully invested since '88 (or whenever he got back in)? Ken