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

To: Cynic 2005 who wrote (32020)	9/1/1998 1:15:00 PM
From: Terry D	Read Replies (1) \| Respond to of 132070

To the trader formerly known as M____ V_______ - I am good. How is the new situation? Not so new anymore, I guess. Accounts are pretty stable, considering. Had a bunch of cash - have some more this lovely afternoon. But I am looking - I report every quarter, so can't be left behind. Oil? Paper? AMZN? I need to buy a commodity -g- A leadership vacuum here and Russia isn't helpful. Boy that is one sorry photo-op. Goldman postponing wouldn't be helpful. Japan - not helpful. Had to add this - CNBC is talking about converts as being low risk, high return. Wonder what MB would have to say about that. Something like "the worst of two worlds." t d

To: Cynic 2005 who wrote (32020)	9/2/1998 1:41:00 PM
From: Terry D	Read Replies (1) \| Respond to of 132070

MMV - The news is out - all over town. The funds I referred to are hedge not mutual funds. And a couple of smart ones are down big time, bad time. Note - with many of these shops, there is a high water mark provision on the performance fee - e.g. - they don't get their 20% until they make new highs. This will lead to those that are deep in the hole to close their doors and start new funds rather than working for free (well - not free, but 100 bps - like me) for years. t d