Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Stock Market Bubble -- Ignore unavailable to you. Want to Upgrade?

To: bobby beara who wrote (2111)	10/11/1998 5:26:00 PM
From: Roger A. Babb	Respond to of 3339

BB, here is another statistic for you. The posting rate on SI for the past few days has been very low. I have found that to be a bearish signal in the past.

To: bobby beara who wrote (2111)	10/11/1998 6:28:00 PM
From: Investor-ex!	Respond to of 3339

Bobby, <Everybody and his brother has turned bearish, talking gloom and doom, not just semi-perma bears like me, all the analysts I hear say they are raising cash levels - complete reverse of early July. Tulip-Wilt calls for momentum dis-investment. The herd knows best. :o) Will PM you on my dates later.

To: bobby beara who wrote (2111)	10/11/1998 6:46:00 PM
From: Andeveron	Read Replies (1) \| Respond to of 3339

>> Everybody and his brother has turned bearish, talking gloom and doom << One could not expect rosy forecasts and "all is well" sentiment in the face of harsh reality... That would be denial. When the bull run was well under way, and surging the Dow to new highs each and every day, anyone calling for an end to the good times was ignored and labeled a nut. Why should that be different now that the tide has turned?

To: bobby beara who wrote (2111)	10/11/1998 7:34:00 PM
From: Mama Bear	Read Replies (3) \| Respond to of 3339

"Everybody and his brother has turned bearish, talking gloom and doom, not just semi-perma bears like me, all the analysts I hear say they are raising cash levels - complete reverse of early July. " Interesting observation. My observation though is that 'everybody' is saying what you say above. On the other hand, if you were in a movie theater that was on fire and everybody and his brother had decided to leave because of the fire, would you then decide the best course of action would be to stay and watch the film? Barb

To: bobby beara who wrote (2111)	10/11/1998 7:59:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 3339

>>Everybody and his brother has turned bearish, talking gloom and doom, not just semi-perma bears like me, all the analysts I hear say they are raising cash levels - complete reverse of early July.<< bobby, this is bubble bearishness. a regression to mean valuations on the dow is much, much lower. mean valuations represent mean outlooks. even now we are WAY ABOVE mean level valuations in the dow. some stocks are really cheap. however, betting that they pop when the dow tanks isn't a good play, imho. so, why do i own lots of long positions? i don't sell low - even if we go lower. i also trust my analysis over the longer term. this is gonna be a real test, though.