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

To: bosquedog who wrote (90722)	4/23/2001 9:13:37 PM
From: Tommaso	Read Replies (1) \| Respond to of 132070

I of course am often wrong, but I don't think oil has BEGUN to move in terms of inflation. I think that consumers would gladly pay whatever oil products cost at a crude price of over $60. In the US, that would mean something like $3.50 gasoline, which is cheaper than what they pay anywhere in Europe right now. I have not seen one single letter to the editor in our city newspaper protesting natural gas prices of the past winter, which were not double, but TRIPLE last year (we were in a most abnormally low temp pocket in Nov-Dec 2000 in the US). Not a peep. Maybe everyone is shocked into submission. I haven't even heard a verbal complaint. I do feel that I am losing some friends because they have figured out I have been long energy and short tech stocks, even though I do not talk about it. I did try to tell them sell their Intel a year ago. I do worry about inflation adjusted bonds. When the gov't finally has to raise interest rates, it may hit them like everything else. But they should stay level--better than cash. I have my wife's retirement 100% in those. It's hard on people when the local lunatic starts making money.

To: bosquedog who wrote (90722)	4/24/2001 9:21:15 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

bosque, the inflation bonds should work, but I'm from Missouri on them. Let them succeed through a cycle and then I'll agreet that they are not scamaroos. So, what works during inflation in the US?: 1. High grade foreign bonds, preferably from hard currency nations. Or funds that buy the same. Blackrock Intl. Bond is the best at this game. American Century lags pretty far behind them, but is no load. 2. Foreign stocks in hard currency countries often do well. And sometimes they don't. But during our inflationary o.d. in the 1970s, Japanese stocks roared. 3. Real estate, maybe, energy probably. 4. Biotech stocks that have real blockbuster products coming on line. 5. Put options on most everything else.

To: bosquedog who wrote (90722)	2/23/2002 8:32:37 AM
From: re3	Read Replies (2) \| Respond to of 132070

well, here is a question/reply to this old post...i recall encountering a chap about 4 years ago.he was pretty negative on the market and, well, he certainly had good reason although he may have missed out on the mania...anyway, he suggested to be in mostly cash or good divvie stocks, or t-bills...i asked him if there were any stocks he WOULD own and he quickly replied: coke, exxon, merck...i asked him why and he said, well, if there is inflation, this trio will just raise prices so you are covered, and they are leaders in the field. he said this trio just won't lose no matter what happens... any comments from anyone ?