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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: IQBAL LATIF who wrote (19780)9/1/1998 4:20:00 PM
From: robnhood  Read Replies (2) | Respond to of 50167
 
hi Ike,
bonds break and break will
come soon-- Dec contract--as you advised and I reiterate..

Do you think the Japanese are using this opportunity to lighten up on their bond exposure?

russell

,



To: IQBAL LATIF who wrote (19780)9/1/1998 4:34:00 PM
From: Lee  Read Replies (3) | Respond to of 50167
 
Hi Ike,..Re: we are Abby Cohen crowd-- increasing our portfolio exposure to 75%,

Smart lady, and she's been right for a pretty long time. She must read the Idea thread or else has a good handle on economic fundamentals and value.<VBG> I just wished I kept more aside for this buying opportunity.<GGG> Let the doubters put their money in long bonds, and within a wink of the eye, we in tech stocks will be far ahead. The world isn't going to stagnate just because of some stumbling blocks in Asia and Russia.

Good day today.

Best,

Lee