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


To: Knighty Tin who wrote (49566)3/3/1999 11:07:00 AM
From: RealMuLan  Read Replies (3) | Respond to of 132070
 
Sounds like GS still has some sense left:
DB 03/03 10:00 GREENSPAN SAYS EQUITY INVESTMENTS WOULDN'T RAISE SAVINGS, PRODUCTIVITY.
DB 03/03 10:00 GREENSPAN SAYS GOVERNMENT INVESTMENTS WOULD BE POLITICAL.
DB 03/03 10:00 GREENSPAN REPEATS WARNING AGAINST INVESTING SOCIAL SECURITY IN STOCKS.
techstocks.com

WASHINGTON (March 3) - Billionaire investor Warren Buffett said on Tuesday the U.S. stock market had seen virtually unprecedented increases in recent years and was in a
''dangerous'' period that could see stock values drop sharply.
techstocks.com




To: Knighty Tin who wrote (49566)3/3/1999 11:09:00 AM
From: Stefan  Read Replies (2) | Respond to of 132070
 
Michael where is Earlie? I don't think he can sail yet.



To: Knighty Tin who wrote (49566)3/3/1999 11:24:00 AM
From: MythMan  Read Replies (1) | Respond to of 132070
 
Yo dad -g-,

a follow-up question on rolling down....do you only do it for in the money puts, or on occasion might you do it for out of the money that have gone up substantially?

MM



To: Knighty Tin who wrote (49566)3/3/1999 11:44:00 AM
From: J. P.  Read Replies (1) | Respond to of 132070
 
Mike,

I can't find the posts...why do you like Schwab as a short so much. I mean besides the parabolic chart, and the overvaluation...those features can be found anywhere these days!

Thanks



To: Knighty Tin who wrote (49566)3/3/1999 11:44:00 AM
From: CYC  Read Replies (1) | Respond to of 132070
 
MB:

Thanks for the loud yelling you did yesterday. SLR is starting to move. Scream, please. -g-

On a different note, I know you are not crazy about REITs at this point. Here are a couple for you to think about: NLY and TMA. Jim Grant mentioned them in his latest column in Money magazine. Grant is smart and conservative, too conservative maybe. As he admitted himself, he has called for this bull market to end too many times. I respect him, 'cause I have done that about 100 times in the last 2 years. -g- But he presented his arguments pretty well for the two puppies above. I plunged in and took a very small position in NLY. A dividend yield over 13% is just too tempting to pass. If you know there are time bombs in their holdings, let me know, would you? I want to get out before the explosion. -g-

TIA!

CYC