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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (37396)	11/24/1998 1:37:00 PM
From: valueminded	Read Replies (1) of 132070

Mike: I agree, we can not fix the problem of irresponsibility by making credit easier to obtain. So we presume that AG keeps cutting until he determines it is making the problem worse at which point he hibernates and we end up in recession with inflation. An ugly scenario but it would seem most likely. I am having a difficult time rationalizing what to do with cash. Are their some decent foreign funds (cefs) that you like currently. Preferably ones in which you feel we would get the double benefit of an appreciating currency and an appreciating market. I am considering a 1st third in IFN. I picked up some ECF recently and own a few dividend paying stocks USU and NH. Currently evaluating SLB but on the surface, it seems kind of high to me. Why do you like it and what kind of investment target do you maintain on it? In terms of puts, I am tempted with amazon / micron / gateway / apple / novellus / srcm etc. So many choices, but patience must be in order as they seem to march up daily. What is you most recent put position you added/initiated ? thanks

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