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

To: moonsparks who wrote (54768)	4/6/1999 9:56:00 AM
From: Knighty Tin	Respond to of 132070

Moon, The problem with using stocks in the 90 part of the 90/10 is that they can go to zero. Obviously, most don't, but they can go down and be down right at the very moment you need to step up and make an investment in options. Ditto for longer term bonds. I would just rather keep the two portfolios separate and know the cash will be there when I need to buy my next round of long options. I would use Samuelson as the first text. Not because he is so good, but because he is so readable. After that, I'd probably read the macro section of the book, "Anti-Samuelson." I think that biotechs and information techs, for that matter, are beyond the small cap, large cap area of argumentation. They tend to run with the development and acceptance of their products, not whether the market prefers large companies over small companies. So, I don't see their small cap status having any impact. I think it is all a science and marketing game for these cos. In biotech, especially, the products can transcend markets and economies if they are good. Since I don't know what VIX is, (I assume some sort of volatility measure) the answer is no. <g>