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


To: Knighty Tin who wrote (51895)3/14/1999 12:39:00 PM
From: Skeeter Bug  Read Replies (3) | Respond to of 132070
 
mike, two questions...

1. do you think any oil producing countries will have y2k related infrastructure problems and, if so, what do you think is the best way to play the collapse in oil supply?

2. where can i get s&p earnings data by quarter and year.

3. how bad has idc been over the past couple years? can you give specific examples?

ok, that's three, not two. i have a friend who quoted idc and i fell off my chair. he said they are credible, industry pros. i know they are industry hacks and over guess the pc market continually but i didn't have the exact numbers in my head. too much other junk there ;-)

tia...



To: Knighty Tin who wrote (51895)3/14/1999 1:00:00 PM
From: KENNETH R SANDERS  Read Replies (1) | Respond to of 132070
 
MB>>>>> And your portfolio and your self
worth should never be connected. <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<

I feel better already<G>

>>>>>>>>>>I know this is general BS, but I think we have to have many other interests and not
become investment nerds. If for no other reason than that investment nerds don't do
that well in the market. <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<

Now I feel worse already<G>

I want you to know I've really enjoyed this " trip down memory lane" that you ( and Curly )took us on the last few daze <G>.



To: Knighty Tin who wrote (51895)3/14/1999 1:09:00 PM
From: Eggolas Moria  Read Replies (1) | Respond to of 132070
 
A large difference between managing a mutual fund and managing portfolios for individuals.

I still enjoy going to the office in the morning.



To: Knighty Tin who wrote (51895)3/15/1999 8:44:00 AM
From: re3  Read Replies (2) | Respond to of 132070
 
thanks for your thoughts, Michael...

I was debating going short on Japan March 31...I wonder if its a no-brainer as I'm assuming the mkt is being artificially pumped for the year end...If it doesn't work out I'd cover early April...Any thoughts on Japan and the Nikkei as things stand...

Hey spring is only a few days away...

Gotta love it...

Howard



To: Knighty Tin who wrote (51895)3/15/1999 8:54:00 AM
From: re3  Read Replies (1) | Respond to of 132070
 
Michael, where were your favourite places in your travels...(and why)...

Howard