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

To: Earlie who wrote (24709)	11/23/1997 9:07:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

earlie, i agree with your tech sentiment. supply is overwhelming demand everywhere in the pc sector and the it is getting worse. much worse. however, some companies can prosper. swtx is one, imho, and a smart long. i also believe nfli - a mlm company is a good risk at its current levels. gems and a few bios look real good, too. genzl, lgnd and gztc. i do agree that it will be more difficult to make money long when 99% of the tech arena melts down. but not impossible. my investment style right now is to always have a solid put position in place on at least one overinflated weak sister (micron) and maybe two (heaven's gateway 2k). my longs are strategically place for maximum return even in a down market. i buy cheap, though. it will be interesting.

To: Earlie who wrote (24709)	11/23/1997 9:21:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

Thread: Was it only a few months ago that every fund was running full page newspaper ads, and prime time TV splashes gushing over the absolute need for all investors to have exposure to Asia? Any of you recall even one analyst suggesting that Asian stocks should be shorted? Have any of the financial magazines run articles warning of serious problems in the near term for Asia? I bring this small point up to underline just how quickly and ruthlessly the bear can act when the last of the available dough has been committed to the markets. In a matter of a few weeks, untold wealth has been swept from this planet, and very few saw it coming. Of even greater concern, on this side of the Pacific, the attitude is......"gee, too bad.....how much is IBM up today?" Crashes occur when the vast majority think it can't happen. Earlie

To: Earlie who wrote (24709)	11/24/1997 12:14:00 AM
From: Mike M2	Read Replies (1) \| Respond to of 132070

Earlie, I think you would like this site gold-eagle.com The site has some excellent commentaries on gold,the stock market and the currency market. James Dines " the orignal goldbug" is there. Mike

To: Earlie who wrote (24709)	12/12/1997 1:25:00 PM
From: Sam Citron	Read Replies (2) \| Respond to of 132070

Earlie, "Most investors think gold is a good hedge against inflation, and history suggests that it does a reasonable job at this. What many don't know, is that historically Gold is a better, indeed it is an excellent hedge against deflation. I've been off SI for awhile and just caught this provocative statement in one of your earlier messages. Could you elaborate a bit on why this is so and give a couple of examples where gold has held up well in a deflationary environment? Thanks in advance, SC