SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: double-plus-good who wrote (75805)2/13/2000 4:35:00 PM
From: Knighty Tin  Respond to of 132070
 
++, You have to remember that the entire long stock portion is only a maximum of 10% of my portfolio, so I am betting that the crash kills everything. As a hedge, I have a few positions in the cheaper issues such as energy. The deflationary crash I see coming could clobber them all. However, it is also very possible that we will get a stagflationary crash in which resource stocks do fine. That energy position and my metals stocks and futures represent that possibility. My bigger bet is in hedged income plays (50%) and the 90/10 put plays (40%).



To: double-plus-good who wrote (75805)2/13/2000 8:48:00 PM
From: Oblomov  Respond to of 132070
 
++,

I do not think that the collapse in the handful of strong stocks will hurt demand directly; rather, it would hurt the indexes which would in turn hurt consumer confidence, the single largest determinant of demand.



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News