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

To: Earlie who wrote (25353)	1/10/1998 11:07:00 PM
From: The Perfect Hedge	Read Replies (1) \| Respond to of 132070

Earlie- Very interested to know what your thoughts are on FILE,SEBL and INSS.TIA.GD

To: Earlie who wrote (25353)	1/11/1998 9:35:00 AM
From: James R. Barrett	Read Replies (2) \| Respond to of 132070

Earlie, let's assume that the S&P 500 takes a 30% dive in the next three months. The real question, for me anyway, is how long it will take for the market to recover to where it is today. I could very easily pick up the phone tomorrow morning and exchange all of my stock mutual funds into bond funds or money market funds. The problem is I will owe the IRS thousands of $ in taxes next year. If the market recovers by Nov. or Dec. I will be kicking myself in the ass for selling in Jan. On the other hand if it takes 2 or 3 years for the market to recover I would be better off selling the stock mutual funds and put the cash into money market funds. What to do? What to do? I hate these decisions. Jim

To: Earlie who wrote (25353)	1/11/1998 10:50:00 AM
From: geewiz	Read Replies (1) \| Respond to of 132070

Earlie, Thanks for another excellent post, I remember you were shouting caution on AMAT months ago, it was well timed! The liquidity crisis in Asia is becoming a solvency crisis. When the street realizes this it will change the perception on a speedy recovery! This is an exciting time to be aware of the economic dynamics; not another Mexico! Time an again I hear financial advisors on the tube make such an idle comparison. As Mike always reminded us "question experts"! best, art

To: Earlie who wrote (25353)	1/11/1998 8:26:00 PM
From: mike iles	Read Replies (2) \| Respond to of 132070

Earlie, Hope you're not living up to your name ... I remember back in October when the market crashed, ah finally a bit of reality. Actually, should have been out there with everybody else lining up to buy (!!!) stocks. Wow, it's hard to kill a good bull. So I hope you're right this time. A key driver will likely be money flows into and out (??? .. yes Virginia, it's called redemptions) of the mutual funds. Do you or anybody know where to get up-to-date info on this. Only recent data I've seen is Abelson's most recent column where he says net inflow is half of what it was last year. regards, Mike

To: Earlie who wrote (25353)	1/12/1998 8:11:00 PM
From: Thomas M.	Read Replies (2) \| Respond to of 132070

...any of the networking stocks that haven't already been thumped... Even I'm smart enough to know which stock you're talking about here. -g- Tom