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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: westpacific who wrote (18576)4/30/2002 10:10:12 PM
From: TobagoJack  Read Replies (6) of 74559
 
<<AAA bond ratings>> ExxonMobil, Johnson & Johnson, Merck, and Berkshire Hathaway should be able to keep their rating. The rest? Rerate before the script is over.

I am looking to Buffet to use PAAS vehicle as acquisition platform for unhedged gold mining companies to rebalance his bond/stock portfolio is 'one quick strike' against inflation, as he had earlier bought reinsurance company (and embedded bond portfolio) to rebalance his stock-heavy portfolio.

Chugs, Jay
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