Bob Brinker Free Discussion Site 59,820+: Re: Re: Re: Re: Re: If Only Brinker Had...
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((Can you say when Bob first recommended buying Ginnie Mae funds and when he recommend selling?The implication is that investors did better in that time period than if they had been in equal quality corporates. Is that true?))
Again I don't get Markettimer and I am clearly not as detailed in recollections as some of the folks on this board like Kirk. Nevertheless if my recollection is right, BB started emphasizing Ginnie Maes around the time he went bearish on the market in 2000. He has consistently been pushing Ginnie Mae funds all the way to now, although he now is emphasizing the inflation and interest rate risk on the principal. A comparison to corporates? I don't think he'd quibble with an investment in corporate bonds. His preference has always been mutual funds and Ginnie Mae mutual funds in particular. That's my recollection and interpretation of events.
-- posted by permabear
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