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


To: Bruce England who wrote (4087)3/13/1998 8:17:00 PM
From: Investor2  Respond to of 42834
 
RE: "In addition to Bob's stock market calls, he's also been amazingly accurate at identifying long bond buying opportunities."

Excellent point, and one not often set forth. Bob's fixed income recommendations have been right on the money.

Welcome to the thread.

Best wishes,

I2



To: Bruce England who wrote (4087)3/13/1998 8:45:00 PM
From: wooden ships  Respond to of 42834
 
Bruce: Welcome to the thread. With all the attention paid to
Brinker's uncanny stock market calls, his equally accurate bond
market predictions, worthy of a Soros or a Buffett, are often
given short shrift. Thus, I am delighted you raised the subject.
It might be useful to mention that nary a few weeks ago Brinker
hinted that the 30 year bond rate, presently 5.885%, might drop
to between 5% and 5 1/4%.(*) Were there not rumors this week
that Soros has lately taken colossal positions in US Treasury debt?

(*) Nota bene: Post #3185 1 February 1998-
"Sunday's salient points: Brinker noted that the USA, which
economy grew at a real rate of 3.8% for the year 1997 (the
best growth rate since 1988), is currently enjoying a modest
1.85% inflation rate(averaging the CPI and the price deflator).
Thus, asserts Brinker, the long Treasury bond yield is rich at
its current 5.8%; he would not be surprised by a yield decline
to the 5%-5 1/4% range."