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

To: BGR who wrote (78925)4/3/2000 5:00:00 PM
From: Michael Bakunin  Read Replies (1) | Respond to of 132070
 
I don't know enough about JR's portfolios to comment constructively. However, I will note that you address only a single characteristic (leverage) of JR's hedge funds. That you further apply leverage to a benchmark known to have outperformed most others since 1980 might be deemed cherry picking by someone less trusting. Presuming you'd been faced with choosing the largest economy (US) or the second-largest (Japan) on which to make your levered bet in 1980 (without, needless to say, the benefit of hindsight), you might have chosen the latter. Your leveraged returns then would have been a wee bit different. -mb



To: BGR who wrote (78925)4/4/2000 4:41:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
>>A thought flashed to my mind about the possibility of confusing brains with a bull market, but since I am sure that you are not easily confused by such matters, I let that rest.<<

bgr, freudian slip? it has been clear, for a long time, that confusion and misdirects are part of your modus operandi.

you've just confirmed the obvious.


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