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

To: Knighty Tin who wrote (78438)	3/23/2000 1:44:00 PM
From: BSGrinder	Read Replies (1) \| Respond to of 132070

Michael, Do you remember the long bond having a lower rate than a 3-month T-bill, as is happening today? What does this mean? Why isn't it news? /Kit

To: Knighty Tin who wrote (78438)	3/23/2000 1:46:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 132070

Mike, Some of the brokerage stocks are looking "putable". (is putable a word or can I take credit for it?) Doing anything? Wayne

To: Knighty Tin who wrote (78438)	3/23/2000 6:21:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

Hey -- u made da front page of SI. Market looks strong, no? <g> What's gonna kill this thing? the DOW appears to be part vampire or phoenix or something ... Should we expect another ramp when everyone throws in their tax refunds? Or did they already? <g> Oh, never mind -- nobody gets a refund -- everybody made too much in the market this last year. Did you see the link to the post of that guy who was not going to pay until later -- thought he could make more than enough to offset the penalties for not paying right away? I think it was in Fleck's column a couple of weeks ago ...

To: Knighty Tin who wrote (78438)	3/23/2000 9:19:00 PM
From: Fun-da-Mental#1	Read Replies (1) \| Respond to of 132070

Re Titanium, I have some business dealings with RTI, and I know they're searching hard for new sources of titanium. Right now titanium is pretty easily available from beach sand in certain locations, but those supplies will be used up before too long. Meanwhile demand is growing, not for titanium metal, but for titanium dioxide pigment. This is actually the main use of titanium today. Titanium dioxide is used to whiten paints, plastics, paper, toothpaste, you name it. For what it's worth, a leading company in this business is NL, and it's a real value stock. Fun-da-Mental

To: Knighty Tin who wrote (78438)	3/25/2000 1:16:00 AM
From: ForYourEyesOnly	Respond to of 132070

PGMs / Uranium / Titanium I will try to look into the titanium story in more depth, thank you for the information. Just a caveat. I know a lot about palladium and platinum and rhodium and consider myself, in my typical incredible modesty <g>, one of the world's savviest traders of the futures Hey, that's rather bold! It's an honor! In contrast, I am thoroughly aware of my inability to predict short term moves. As I'm sure you're aware, due to the backwardation in Pt on the Tocom, one can gradually profit by buying 2 months out, holding until right before expiry, and then buying 2 months out again. I have decided to use this "buy, hold, and roll" strategy instead of trying to "trade" it. Do you have any reason to feel that the long-term supply deficit of PGMs will disappear? I share your belief that the current uranium supply situation is unsustainable (81M pounds of primary production vs. 165M pounds of global demand). The fact that Russian stockpiles and nuclear weapons support roughly 25% of global uranium needs (1999: 20M from stockpiles, 16M from HEU, and 5M of LEU from depleted U) is of particular concern. However, it is conceivable that we still may need a few more years to get through existing stockpiles. For this reason, I am slowly accumulating uranium related investments that will have the staying power to continue in business until the uranium market enters a growth phase. FWIW, Cameco's newest mine has successfully entered production, and I hear that the grades are amazingly high......it might eventually be a buy (unfortunately, I bought at a higher level). Cheers, THC