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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: deathandtaxes who wrote (1082)10/21/2001 10:58:35 PM
From: Zeev Hed  Read Replies (2) of 99280
 
You should know, however, that this information is widely known (that piece itself is more than six weeks old). That is the business they are in, they take the other side of hedges and balance these with additional hedges. I have no way to determine what kind of swing in the wrong direction could cause a "melt down". However, when I suggest using the Dow dogs as a strategy, I always suggest avoiding JPM and EK, the former because of this exposure and EK for too many other reasons.

Zeev
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