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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (69362)10/21/1999 12:11:00 PM
From: TRINDY  Read Replies (1) of 132070
 
Mike,

First, thanks for providing sanctuary from all the touting that goes on the investment world. Your comments are therapy for my investment mind, such as it is. Fundamentals rule, eventually. It's difficult to stay alive sometimes while you are waiting for them to materialize and for them to be seen as material.

I'm thinking about risking $10-$20K on nuclear winter occurring. I was wondering if you would be so kind to tell me how you would play it. Who to hit and in what proportions.

I know your 10/90 strategy, but even you might agree that this is potentially a once in a lifetime happening at present levels of euphoria. Maybe a little deeper than 10/90, possibly? When the touting stops, or at least is no longer being listened to, we could see these tech stocks substantially lower. I guess recovery and Japan and asia and europe is a mitigating factor. But, still, this is ridiculous.

Thanks for your help.
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