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Non-Tech : Derivatives: Darth Vader's Revenge -- Ignore unavailable to you. Want to Upgrade?


To: Enigma who wrote (674)12/8/1998 9:26:00 AM
From: EPS  Respond to of 2794
 
yes: Fleck should have retaken the market timing course with Dr G. that he himself says he failed the first time around.

also a most fundamental issue here is the ratio between risk and reward. how does he compare with other hedge funds like Soros' for example? Soros went long this summer..

vd



To: Enigma who wrote (674)12/8/1998 10:30:00 AM
From: Thomas M.  Read Replies (1) | Respond to of 2794
 
...Lawrence's rather patronising post...

Which one? <g> He has put up more than a few of these.

Tom



To: Enigma who wrote (674)12/8/1998 10:36:00 AM
From: Thomas M.  Respond to of 2794
 
I would expect him to go long after the bubble is burst and the excesses are washed out, just as he has done in Japan.

Tom