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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (44663)	1/27/1999 11:45:00 AM
From: valueminded	Read Replies (2) of 132070

Mike: The reason behind the question: inflation, deflation or stagflation is: deflation = death to commodities and oils (i am invested here), inflation = good for commodities and oils (and personal mortgage), stagflation = ?? The put part of my portfolio is longsuffering except for some of the financials which are coming to life recently. Is it time to add yet and if so, what are you looking at. (you had remarked that you were waiting for cpq to report before buying dell puts) thanks

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