Ask Michael Burke Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Earlie who wrote (29189)	6/18/1998 10:40:00 AM
From: Knighty Tin	Read Replies (2) of 132070

Earlie, Excellent commentary. I also expect higher Japanese rates, as they really have no choice. That reduces flows to US Treasuries three ways: First, it makes Japanese bonds relatively more attractive. Secondly, it makes borrowing in Japan to lend in the US less palatable. And, third, it lays off a lot of Japanese workers who now have to spend their savings rather than investing them abroad. The puts are working real nicely here, too. IBM is finally coming to daddy as Lou whispers to analysts that all the good stuff he said about the co. last quarter was just fantasy. Micron can't get away from the fact that they have to report earnings. Gateway can't dig into that writeoff slush fund forever. Only the airlines continue to do me dirty. Good luck, MB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next