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


To: Knighty Tin who wrote (78492)3/23/2000 6:14:00 PM
From: BSGrinder  Read Replies (1) | Respond to of 132070
 
Michael,
On the topic of putable, what about Fannie and Freddie? With the spreads between their loans and treasuries widening, shouldn't they be due for a fall?

As a two-year veteran MB observer, I sense that you are unusually quiet about put targets during these ridiculous runups in the face of deteriorating fundamentals. Are you distracted or weary, or are you looking for just the right something to make you pounce?

My own sense is that MicroStrategy is the tip of an iceberg of phony accounting that is about to rip a hole in the Wall Street supertanker. The question is how many scamaramas have to 'fess up before the herd takes notice?
Thanks,
/Kit