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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Freedom Fighter who wrote (69780)	10/29/1999 4:36:00 PM
From: pater tenebrarum	Respond to of 132070

Waine, just what i was thinking...something's seriously out of whack here...seriously. regards, hb

To: Freedom Fighter who wrote (69780)	10/29/1999 4:46:00 PM
From: Amir Shalit	Read Replies (3) \| Respond to of 132070

Wayne, I pretty much concluded the same 2.5 years ago when the DOW hit 8300 for the first time. If you noticed, Mike is only 10% (at most) long puts at any given time. At a same time he is only 10% long stocks. That is essentially what I did except that I stopped playing options. I pretty much sold most of my positions around that time frame. I went long on emerging markets after the crash and sold out a few months back. I also went long gold stocks (NEM) and sold that position as well. I will continue to restrict my long equity positions to about 20% and diversify between biotechs, depressed commodities, very selected US stocks and some foreign stocks. The rest will be in income portfolio until the bubble explodes. Amir

To: Freedom Fighter who wrote (69780)	10/29/1999 4:53:00 PM
From: Alohal	Read Replies (1) \| Respond to of 132070

Can you say "New Paradigm"? Come on now, New Par-a-digm. There now that wasn't so hard was it? Oh wait, you folks over here call it "new pair of dimes" don't you? Ah, forget it, you're never going to get it! Cheers Alohal PS MB: Just 2 months left for the Dow to hit your 4500 numbers which you so boldly proclaimed just one year ago (and which you reiterated in April of this year). Ho,ho, ho!!<VBG> But who knows, maybe Y2K will shut down every computer on the planet and we'll all be fighting over scraps in the trash heap!

To: Freedom Fighter who wrote (69780)	10/29/1999 5:20:00 PM
From: re3	Respond to of 132070

i think you guys DO understand, except for the time factor...give the bull a little more time...my ta. letter i get said early 2000 will be the sell of a generation except japan...so really , let the party continue for a coupla more months... other fat free notes... -berkie b seems like a good play either way... -heinz keeps reminding us of a blowoff possibility, -shorting the nikkei at 35000 would have been a great move, painful when it hit 40000, but a great move if you had staying power - we are still several hundred points from a dow high... - many stocks have been trounced real bad...cpq from 50 to under 20 for ex...its just the averages that have rocketed...even dell is a good 25 % off its peak... good luck ike