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

To: cardcounter who wrote (30315)	7/28/1998 5:19:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

CC, Wow, I read everything I can find, and there is lots of it available. For financial info on companies, I start with their web page and I request annuals, 10Ks, and latest quarterlies from them in hardcopy. Then, after I've read their stuff, I do the same for the direct competition. Then I pick up analyst reports if there are any detailed ones available. These are usually of little use on larger companies, but help sometimes on less well known names. Then I take out my feared legal pad and write 20 questions, which I then pose to the pr flak at the firm. I watch Business Wire and Dow Jones News for info on firms where I have an interest. And, I read the threads of interest at SI, though I often do not post on them. I've already been banned from one thread (The Atmel without MB thread) <G>. On a macroeconomic basis, I am not a new numbers sort of guy. I am a big picture player, so minor events of short duration don't matter much to me. The Economist is good for the big picture, though they do try to drown you in the latest numbers. The Richebacher Letter is in a class of its own as far as macro analysis goes. The Bank Analyst Letter and Grant's are also good reading if you can get hold of them for free. The key to the turnaround in Japan will be weakness in the dollar, which I expect to happen later this year or early next year. Our trade deficit is so great, that the constant shipping off of hot paper (Greenspan Bucks) for real goods is going to reach a peak in the near future. Once the dollar starts to decline, the weaknesses in our economy will become manifest and we will be heading south while Japan is recovering and Europe is peaking. So, dollar and T-Bond repatriation are the triggers I see. MB