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


To: Alan Bell who wrote (4811)4/29/1998 6:06:00 AM
From: Skeeter Bug  Respond to of 42834
 
Alan, good points. anything can happen until the extra large lady sings. it is also very possible to go from $24 to $36 - through $15 ;-)

bob is due his time frame. if his 12-18 months isn't up yet then what's his name is entirely too sensitive. at least give the man his time.

however, bob would seem to be a little to sensitive if he couldn't admit that a call didn't work out when it doesn't work out. it seems perfectly ok to me to say that the prior call doesn't appear to be realistic at this time so my time frame has changed. maybe that is what he is really saying, albeit couched in the toutism that is so prevailent today.

in any case, to pooh pooh bob based on less than 1% of calls is a little ridiculous. even if he was wrong 30% of the time, that is a great avg.

jmho.



To: Alan Bell who wrote (4811)5/2/1998 8:32:00 PM
From: Alan Bell  Read Replies (2) | Respond to of 42834
 
In today's show, Bob answered a question about his model's view of monetary policy by saying that it is currently the strongest component of the model and that he continues to look very favorably on Greenspan's conduct of monetary policy. But he also questioned whether the current rapid growth is going to result in inflationary pressure in the future (which it sometimes but not always does.)

While Bob has delved into some depths about the other components of his model, I haven't heard a detailed explanation of monetary policy and have a few questions -

Why is the monetary growth currently so high?

How would a high monetary growth cause inflation?

Does the fed affect this by changing liquidity and can they affect this without affecting interest rates?

Does it make sense to compare the monetary growth to GDP growth?

Any thoughts?

-- Alan