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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (75014)	2/2/2000 6:34:00 AM
From: valueminded	Read Replies (2) of 132070

Mike/Earlie It appears that the market is setting up for another AG & company rally. AG has telegraphed so well what he is going to do and that he is very market friendly that I expect another rocket shot in stocks on the rate rise. If market doesnt make new highs thurs &friday might be good to load up on some other puts. What do you recommend here ? TBH and TMX are up substantially since they were on your list ? you still like ? I am definitely warming up to RMBS & MU but awaiting the expected moonshot before I load up. On a different but similar subject, back to reserve addition. Apparently the 250 bill or so wasnt enough to satisfy demand so in order to hold rates artificially low, AG has to continue pumping money to the people who want to borrow it. My expectation: Rates will continue to rise.

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