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Politics : Ask Michael Burke

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To: Ralph W. who wrote (95183)3/23/2002 12:56:53 PM
From: Joan Osland Graffius  Read Replies (1) of 132070
 
Ralph,

Thanks. There were a few folks this morning discussing the risk in the US$. Happen to agree with them, but worry when the press starts seeing things my way. <g>

Am not exactly happy about the TGG and GIM merger because of the lower quality of the GIM debt, but so far have decided to keep my position since with my invested capital am getting around 8.5%. I am adding FCO to upgrade the quality of my off shore debt instruments.

Joan
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