Subject: Re: Bear markets
Said, it looks like you're trying to stuff things into a box that just don't fit in a box.
That might very well be the case.

While I am more or less familiar with Jim's thinking, Zee's strategies and concepts are absolutely new for me. MI investing is not totally new for me. In 2000 I developed my own MI strategy which I used until 2008. But MI can have very different faces and my strategy had absolutely nothing to do with all those technical indicators used here, did not use even one of them, only company data.

So trying to learn a little from Zee is having to deal with a totally alien world, is very hard and confusing for me. What it does: It leads to me thinking in this or that direction, but as you point out that thinking might be very confused. A good example might be the post about my interpretation of Grantham's PC statistics. I wouldn't be surprised if you or others here find that interpretation laughable :-)

inverse ETFs.......NOT appropriate as a "core" holding for any serious length of time. 2x or 3x the volatility, and bearish ones decay over time.

Thanks for the warning! Yes, I experienced that "decay over time" myself when I bought them years ago as hedge against a crash. The crash never came, and the insurance against it was very expensive.