Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: Berney who wrote (8896)	2/1/2001 10:57:50 AM
From: MonsieurGonzo	Read Replies (1) \| Respond to of 11051

TB> pharmaceutical sector ...saw you were also tempted by LLY dropping just under ~80 strike; prolly not a bad sector rotation - certainly an apparent "dip" buying op for the long-term investor, imho ;-) it has always been difficult for me to pick one or two of the BigPharma stox ~ there really isn't a single, 'dominant' bellwether... ...so, I now use PPH - Pharma HOLDRs in this sector, Berney ~ as it has near perfect tick-tock correlation with the sector index, and options to enable leverage.... note that PPH requires 100s round-lot share orders, fwiw. -Steve amex.com

To: Berney who wrote (8896)	2/4/2001 10:53:02 PM
From: smolejv@gmx.net	Read Replies (2) \| Respond to of 11051

TB> re "I don't comprehend the private debt issue enough to comment." From www.levy.org/docs/pn (take 00-5 for this text) ..."aggregate profits = private sector investment + government deficit + trade surplus (- trade deficit) + consumption out of profits (capitalists' consumption) - saving out of wages (workers' saving) In his exposition, Minsky quickly jumped to what is called the classical case, in which capitalists do not consume and workers do not save, so that aggregate profits would be equal to investment plus the government deficit minus the trade deficit.... "