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Author: kmote Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 12  
Subject: Comments on the book Date: 7/14/2004 10:25 AM
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Recommendations: 1
The book is informative and John Maudlin offers a comprehensive look
at ways to invest in a Secular Bear Market. He runs thoroughly thru
what has happened historically in the markets and compares to
our current situation which he refers to as a Muddle Through Economy
or currently a Muddle Through Decade.

In many of the chapters, he collaborates with others who he feels
is an expert in a particular area. Generally, I think this book is
directed to money managers not individual investors.

John is not a money manager. He connects accredited investors
($1,000,000 net worth or $200,000/year income) interested in
his ideas to the firms he has a relationship with and then they
share any income generated.

He offers a lot of good sources throughout the book. He recommends
gold and hedgefunds. He stresses being in Value stocks and to
be in investments where the market is going not where the market
has been. He also recommends being diversified. He suggests waiting
on Bonds in a few years but recommends them nonetheless. He suggests
finding a bond manager with reasonable few structure. Getting a book
on bonds, not just a paragraph mentioned in an investment book, is the
way to learn.

John Maudlin enjoys doing what he does best reading other newsletters
and writing his own weekly newsletter that has currently has a
readership of 1,500,000 subscribers. You can sign up for his
newsletter at http://www.2000wave.com/gateway.htm and
have his newsletter delivered to you e-mail box.

Kmote
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Author: ZENCOWBOY42 Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 6 of 12
Subject: Re: Comments on the book Date: 7/27/2004 5:57 AM
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Recommendations: 0
I thought the book was great. I've been a long time reader of his newsletter and have gotten into the habit of redlining many of his posts. I've pulled all of my money out of the market, but still keep a keen eye on what's happening. I may not reinvest for years to come.

Zen
Thailand.

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Author: Padavona Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 7 of 12
Subject: Re: Comments on the book Date: 8/3/2004 3:03 AM
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Recommendations: 0
I've read the book. I found it to be well researched and thought provoking. Whether his prediction of a long term secular bear is correct or not we will have to wait and see. However properly assessing value plays in a bear market has worked in the past (it worked from 2000-2003 also) so I no reason to be "out of the market" if actively managing a portfolio. On the other hand, if most of your money is tied up in index funds, being out of the market may be the best idea.

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