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

To: Dan who wrote (86369)	12/8/2000 1:49:10 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Dan, I think we get a mighty pop if the election ever ends and Al cuts rates, which he will. However, not a long lasting one, so I am using calls to play it, not my cap app portfolio. I have changed my allocation recently. I now have 35% in 90/10, 55% in max. income, and 10% in cap app. That is basically a 5% rise in max income at the expense of the 90/10. That is not really a strategic change, but due to the fact that so many of my bear positions have been better achieved as credit spreads than as long puts. I have kicked ever-loving butt in the max income portfolio, even though I added a few bullish spreads that have fizzled. And for some reason, I seem to be in a slump on 90/10. So, I'm playing my current strength until the cycle switches.