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

To: Cynic 2005 who wrote (1)	12/20/1996 3:16:00 PM
From: wooden ships	Respond to of 42834

Mohan: Thanks for the response. The silence was deafening. Your critique is quite informative. Perhaps, you missed that show just before that mini-crash this year. Bob was expressly nervous about the over-speculation and overvaluations in the like of Presstek and Iomega, etc. During that show, he received calls quite different from the norm- these were clearly young and unseasoned players, who were quite giddy about the likes of Iomega, et cetera and were challenging Bob on his caution. One of my close friends, who was a devout Cabot letter follower, called me after the show. He was quite nervous about Brinker's sub-surface discontent and angst over these calls. He asked me what I would do. I told him, "Brinker just gave you a sell signal in not so many words." The next day he sold out. I can't tell you how happy a man he is today.

To: Cynic 2005 who wrote (1)	10/19/2000 5:27:15 AM
From: garnett50	Read Replies (1) \| Respond to of 42834

Hi folks, can anyone tell me when his show broadcasts in the metro Atlanta area? I would be interested in checking this fellow out. Thanks for the help!!!

To: Cynic 2005 who wrote (1)	10/30/2001 5:00:53 PM
From: sat2000	Read Replies (1) \| Respond to of 42834

MITTS Is this a sign of a bottom? I think not. amex.com Not something I would be interested in. How about some of you? Any takers? Steve Thompson

To: Cynic 2005 who wrote (1)	12/1/2001 5:54:43 PM
From: sat2000	Read Replies (2) \| Respond to of 42834

Did any of you hear the call near the end of the first half hour of the show today? Caller put about 20% of his cash in QQQ about a year ago (maybe mid October). He sold a house and had about 150K to invest. He wanted to know if he should buy some QQQ. Bob went to a break, when the break was over guess what the caller was gone! Hmmmm Steve Thompson

To: Cynic 2005 who wrote (1)	2/17/2003 5:11:07 PM
From: sat2000	Read Replies (2) \| Respond to of 42834

I posted this over at Kirk's site and didn't get any response, maybe here. suite101.com What if What if bob really did know what he was doing? What if bob did play some of the positive major counter trend QQQ rallies the market has afforded us the past few years. This is one of many possible scenarios. Disclaimer it is the 20/20 hindsight. Always the best method. Let’s imagine a Marketimer subscriber did take bob’s advice and buy QQQ at $83 in October 2000 with 50% of their cash reserves. Prior to acting immediately they had $200,000 in stock market cash reserves. Today those Qs are worth $24.49, or about 29.5% of their original value. That $100,000 pile of QQQ would be worth about $29,500. They still would have cash of $100,000 plus interest. What if on April 4, 2001bob had issued a special bulletin via the website to buy QQQ at the close with half your remaining cash reserves, in this case $50,000 You could have gotten QQQ at $34.05. What if on May 22, 2001 bob would have said now is it time to take profits and sell the April QQQ at the close today. You would have sold at $50.90. Making a 49.4% profit in a few weeks. A very similar time frame as the October 2000 counter trend trade was supposed to be. That $50,000 would be worth $74,700. Add that to your $50,000 you left in cash reserves and you now have cash reserves of $124,700 plus interest. What if on September 21, 2001 bob issued another special bulletin via the website to buy QQQ again at the close with half your remaining cash reserves. Being the dutiful brinker follower you deployed $62,350 in QQQ at $28.19. What if on December 6, 2001 bob issued yet another special bulletin via the website to sell all the QQQ bought on September 21st at the close. You put in the order and they are sold for $42.91 or a 52.2% gain. Another nice profit of 32,546.70. That cash reserve is growing nicely isn’t it? Now it is up to $157,246.7 plus interest. 2002 is a cruel year for the markets. What if that lone voice in the wilderness, bob, cries out on October 9th via the website. Put half your remaining cash reserves in to QQQ at the close today. You deploy $78,623.35 in QQQ and get it at the unbelievably low price of $20.06! A few weeks later bob is back at the website issuing another special bulletin to sell all the October QQQ at the close. It closes at $28.00. You make yet another nice profit of some 39.5% or $31,056.22. You now have stock market cash reserves of 188,302.92 plus interest. Boy one more nice trade and you are back to $200,000 in stock market cash reserves just like you had before you acted immediately in October 2000. Don’t forget you still have the October 2000 QQQ worth today $29,5000. Hey by now you could have been up on those QQQs by 8.9% if only bob had known what he was doing. In bob’s case trading is really kind of a what if. Steve Thompson

To: Cynic 2005 who wrote (1)	6/18/2003 3:31:22 PM
From: sat2000	Read Replies (1) \| Respond to of 42834

I think brinker will hang on for a while and not go to cash prior to March 10, 2004. With the election coming up we know the republican controlled Congress & White House is going to do all they can to boost the economy. There is ton of cash in money markets yielding peanuts. Investors are going to be receiving their quarterly statements in about a month and see how well equities are doing and how little they are getting in cash. I believe this will trigger a big run up this Summer. No sir bob is looking at this as in for a penny in for a pound. This article demonstrates how much cash is in MM and there is liquidity galore to drive stocks higher. suite101.com

To: Cynic 2005 who wrote (1)	6/18/2003 6:33:36 PM
From: geode00	Respond to of 42834

Bob does not get all his market calls right. He called for a tactical asset allocation in 2000 but never sold out of the market and put more money back in to boot. He held his equity positions from 2000 to the present even in the face of the tremendous bear. In other words, after his original tactical allocation, he was net MORE into equities during the biggest part of the bear. I don't understand why his "fans" forget this: HIS MODEL NEVER WENT BEARISH ========= Moe looking (still, but still in stocks) for a multiweek retracement. Gold broke out after it made an ugly (XAU) island top which was then negated (EC). Thinks there will be summer doldrums and a rally into early next year/maybe next spring (he wasn't that clear but said March/April). Good for elections, good for Shrub (EC) then we'll have to pay for the massive deficit. Stair stepping up through resistance levels until it turns down. Pretty dull day today.

To: Cynic 2005 who wrote (1)	8/19/2003 8:45:02 PM
From: sat2000	Read Replies (1) \| Respond to of 42834

Now for a break from the politics. I have updated brinker's allocation history. suite101.com Steve Thompson

To: Cynic 2005 who wrote (1)	4/4/2004 9:44:05 AM
From: sat2000	Read Replies (1) \| Respond to of 42834

Thought some of you may enjoy a trip down memory lane (Not Lane). Some of the more interesting posts made on SI by Don Lane, later changed to mister topes. This guy had some following back then. It is also interesting to note some of the replies. Blog: "Don Lane/Mistertopes" UTEK Archives suite101.com Blog: "don lane AKA: mistertopes" Archive suite101.com Steve Thompson

To: Cynic 2005 who wrote (1)	12/18/2004 7:09:39 PM
From: sat2000	Read Replies (2) \| Respond to of 42834

I listened to a good chunk of Moneytalk today. A couple observations. Old bob made a big point of saying he was on station KIRO in Seattle. I am told that is a CBS affiliate. Can someone confirm this? If true it would seem bob no longer has an exclusive arrangement with ABC. A caller named Fred got bob irritated. He apparently didn’t have his radio off. Hello, bob, if you were honest and not known to spin and deceive you would not find the delay necessary. Over all I would say the show has gone from poor to poorer. What is next pathetic? Oh wait that already happened. Steve Thompson

To: Cynic 2005 who wrote (1)	1/5/2005 7:36:56 PM
From: sat2000	Respond to of 42834

I find the monthly quote that starts off each issue of Marketimer ironic. This one by George Soros appears in January 2005. “ Investors operate with limited funds and limited intelligence, they don’t need to know everything. As long as they understand something better than others, they have an edge.” Old bob is in rare form, hedging by referring to the model as “in moderately favorable territory.” He thinks 2005 GDP will be in the 3% to 4% range. He expects S&P earnings to be $69.00 with 2.5% productivity achievable. FED Funds rates are going up until a level of equilibrium is reached. bob thinks the S&P is slightly unvalued considering inflation. Sentiment is not seeing signs of “overcomplacency”. I would say all these predictions are conservative. The old geezer reinforced several of his bromides that I think are designed to keep subscribers on the edge of their seats and also to keep renewing. Things like mentioning the cyclical bull that started in March 2003 a few times, even though the lows came in October 2002. Shhhh! Reminders of the buy below 1100 and if you missed it dollar cost average. Oh yeah he is replacing THPGX with BPTRX. I think if you research these two funds you will see genuine performance chasing. Maybe he will send out the Feb Marketslimer to prospective suckers (subscribers) to show the hot funds he picks? What a racket! Steve Thompson