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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (33516)	10/7/1998 8:52:00 PM
From: Merritt	Read Replies (1) of 132070

MB: Speaking of Pearl Harbor, seems as though the Japanese have a new target this time around...the dollar. CNBS rumored today that they were repatriating their money...makes sense to time it when the hedge funds are unwinding their treasury short positions. We had a discussion several months ago about the Swiss Helvetia fund acting as a proxy for a $$ short. It hasn't reflected the dollar's weakness. Any thoughts on how to play this...other than the futures market? I already have a nice position in NEM. TIA, Merritt

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