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

To: Earlie who wrote (77336)	3/9/2000 7:35:00 AM
From: sammaster	Read Replies (1) \| Respond to of 132070

i agree... i've been recently buying puts on the non tech sectors that have shown relative strength expecting these sectors would be sacrificed next to appease the naz gods...<g> samir

To: Earlie who wrote (77336)	3/9/2000 9:30:00 AM
From: pater tenebrarum	Read Replies (1) \| Respond to of 132070

Wearlie, regarding mutual funds, for one thing their cash levels were recently near record lows (approximately 4% of assets), so there is no cushion to catch the falling knives. the other development of note is the allocation of money in the Rydex fund family. 90,5% of the money in bull funds is now concentrated in tech and biotech funds. needless to say, that's the most lopsided allocation ever and is a good indication of the publics unabashed tech bullishness. trimtabs estimates in the meantime that in spite of record fund inflows during Jan./Feb. this year, the market actually had to contend with a large liquidity deficit, as new offerings and insider selling proceed apace. wonder why all those insiders are selling? <g> btw, managements spend increasingly less time to run their companies. instead they go to investment conferences, of which there seem to be more than ever. regards, hb