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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: A@P Trader who wrote (44052)	9/2/1999 9:50:00 PM
From: Tim Luke	Read Replies (1) \| Respond to of 122088

great. i'm building my own site right now which should be done within the next two weeks..it will not be a chat site but a private forum to post my day,position and takeover calls.. it will also be loaded with trading info , i went over this with tony and we might do a cross promotion.....since he is the master short caller and i'm on the long side we are not competing against each other .

To: A@P Trader who wrote (44052)	9/2/1999 9:55:00 PM
From: QuietWon	Respond to of 122088

Another short opp suggestion. This will take time. Or do it closer to quarterly earnings. Insurance companies which have longer term liabilities (banks don't have have this - a bank deposit is callable in 7 days or less, for example) invest in longer term assets like bonds. As interest rates rise, the market value of the assets goes down, and if assets need to be sold, they will be sold at a market value loss. Additionally, some firms providing services to that industry may experience a slowdown as year end occurs and if interest rates rise further. Here are some insurers and service providers (as a side note, look at how Conseco has dived - is it following into the likes of Penn Financial which was $39 in January'98 and by Nov'98 was about $1 ??) CLAI OXHP PMS SSNC MNY CNC CI AIG AET NFS AGC PL HLI ALRE SCOT ESREF AXA ING AEG SCO PLFE CSLI JP LNC RGA CNNG CNA UHCO ACL SPC REL KCLI Another interesting note is Fairfax Financial in Canada (FFH.tse) was over $600 earlier this year and has dropped to under $250 -- why?? They have been "investing" in puts on the market. I guess Anthony should go and teach them how to win on stocks going down.

To: A@P Trader who wrote (44052)	9/2/1999 10:04:00 PM
From: Druss	Read Replies (2) \| Respond to of 122088

For what it is worth. I am an exmember of A@P's site. I dropped for some personal reasons. None of which had to do with the quality of the information coming to me. Anthony was picking his plays real time and with a remarkable level of accuracy. The principal way people seemed to be losing was trying to second guess his picks. When I told Anthony and Matt I was withdrawing they were very open and fair. Of note to me was a glitch I ran into with the private site that seems to be the fault of my ISP. I couldn't get logged on. I made a suggestion to Anthony for my accessing it even though I was withdrawing since I had missed a large period. Anthony PMed me saying quote: "Whatever you think is fair. Just tell Matt and I will OK it." Now I know Anthony is somehow misleading the brightest minds I have ever seen on SI and getting them to enroll on a site where he makes bogus calls, but for the life of me this just seemed like someone trying to be honest and fair. All the Best Druss