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

To: Bill F. who wrote (53775)3/29/1999 11:04:00 AM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Bill, I have long contended that nobody I ever knew in the money management business ever did any window dressing. Certainly nobody I worked with, and, since at many firms I was a backup trader as well as a PM, I would have noticed. It just doesn't make sense. If you have had a bad year, nobody cares that you now have last year's winners in your portfolio. Conversely, if you had a great year, nobody cares that you have last year's losers. It is a return game, not a photo op game.

I think a lot of what is called window dressing is really mutual funds with a history of cap gains distributions doing swaps to realize some gains. The rest is media fantasy.

MB



To: Bill F. who wrote (53775)3/29/1999 11:34:00 AM
From: BSGrinder  Read Replies (2) | Respond to of 132070
 
Bill,
I see you are getting hostile rants from DavidG on the MU thread. He is the resident AZW on the thread and is best ignored.

A nasty Intel bull(y) seemed to be setting himself up as the resident AZW on this thread, but fortunately he found greener pastures elsewhere. I suspect he might return if Intel sets new highs.

Thanks for all the great commentary.
/Kit
P.S. Do you agree with Earlie that TXN will be selling MU stock hard and fast in April?


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